Equity markets stalled in 2015 after a relentless six-year rise from the depths of the Great Recession. Last year’s stagnant market, even with its bearish tilt, was a perfect set-up for buy-write plays. A buy-write is an option strategy featur...

New private equity funds for accredited investors are gaining some traction, but some advisors are skeptical. 

About two years ago, after his assistant left his Marlton, N.J.-based advisory firm, Family Wealth Management, Martin Higgins found her duties mostly fell into three buckets: scheduling appointments, marketing compliance processes and answering t...

These tips can help clients who are providing financial assistance to their kids.

Not that long ago it was enough for an independent broker/dealer (IBD) to provide their advisors with basic clearing and custody and mandatory regulatory oversight. But today, with so many broker/dealers to choose from, advisors have come to...

The Uneven Playing Field

When looking at the advisory industry through a gender lens, it’s still a man’s world. But a recent WealthManagement.com survey finds misperceptions and stereotypes can run both ways.

The retirement account end run for high earners is on a long list of changes being pushed by government policy makers. Here is what advisors need to know.