Dec 21, 2015

With so many new business books published—over 8,000 from just the major publishers in 2015—it’s hard find the titles that will really make a difference to financial professionals. But we searched far afield to find lesser-known...

Is There a Crowd For Equity Crowdfunding?

Dec 20, 2015

The total number of Financial Industry Regulatory Authority member retail brokerages has been on the decline for the last five years...

The Financial Aid Advisor

Dec 14, 2015

Help clients and their children avoid costly mistakes on aid applications.

Laggards for 2016

Dec 14, 2015

If performance chasing is wrong, is performance avoidance right?

Planning After File-And-Suspend

Dec 11, 2015

Now that it’s gone, planning is more complicated - and more valuable.

Editor's Letter: December 2015

Dec 08, 2015

What's in a Name?

The Puzzler #51: Test Your Knowledge of Today's Financial News

Dec 03, 2015

Are you up on the latest developments in finance? ...

Alternatives For The Future

Dec 01, 2015

Which liquid alt funds will fare best when rates go up?

Old-Fashioned Exams

Dec 01, 2015

While FINRA considers revamps to its Series 7 exam, some say the tests are outdated barometers of competency in an industry that has changed.

Five Estate Planning Moves Advisors Should Consider

Nov 30, 2015

You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road. Photo: Comstock/Stockbyte/Thinkstock