Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

The Motley Fool October 7, 2004 Robert Brokamp	Financial Predators Does your financial advisor care more about your retirement, or his? Look for a broker with whom you can trust and has beat a relevant benchmark after fees and taxes over a three-year period.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
The Motley Fool February 3, 2010 Amanda B. Kish	This May Save the Mutual Fund Industry Finally, investment advisors are wising up. An ongoing change in how many financial advisors get paid is having broad implications for the business.
The Motley Fool March 3, 2010 Robert Brokamp	You Need a Financial Advisor If you can't or would rather not manage your money, then a fee-only financial advisor is your best bet.
The Motley Fool March 22, 2010 Robert Brokamp	Want My Advice? You Can't Afford Me! Look for fee-only advisors as a better alternative to the big brokerage firms. The dirty, little not-so-secret of the mainstream financial-services industry is that middle-class America need not apply.
Financial Planning September 1, 2008 Stacy Schultz	Are the Times Changing? A new study shows that 75% of advisors say they provide a written plan for their clients' retirement planning. Read on to see more specifically what they are doing.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
Financial Planning April 1, 2008 Bob Veres	The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry.
Financial Advisor November 2011 Jim Frederick	Building A Moat Advisors give longevity insurance another look as clients face longer life spans and financial anxiety.
The Motley Fool September 22, 2005 Paul E. Eckler	How to Select a Financial Advisor You are the absolute best person to manage your money, but sometimes you might need some help.
The Motley Fool October 28, 2004 Robert Brokamp	Don't Be Financial Prey Is your financial advisor working for you? Here are three questions you should ask.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
The Motley Fool May 27, 2009 Dan Caplinger	The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.
The Motley Fool November 15, 2010 Dan Caplinger	Stop This Dumb Fee Once and for All 12b-1 fees are a relic of a dying breed of mutual funds.
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
Registered Rep. May 20, 2011 Diana Britton	Fee-Only FAs Positioned Well to Capture Retirement Plan Assets Fee-only financial advisors are well-positioned to capture retirement plan clients because of their fee transparency and their business model's alignment with ERISA.
The Motley Fool November 4, 2004 Gardner & Gardner	How to Rule Your Retirement Want to take control of your retirement? Read on.
The Motley Fool March 31, 2010 Dayana Yochim	Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now.
Registered Rep. May 3, 2007 Kevin Burke	Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice.
Financial Planning October 1, 2006 Bob Veres	Fee Rebuttal This isn't a contest where the lowest fees win. When we talk about compensation, the issue should always be a fair price for whatever service is provided. The most important thing advisors can do is align their interests directly with their clients'.
Registered Rep. June 1, 2004 Kevin McKinley	Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.
The Motley Fool March 8, 2007 Dan Caplinger	Conspiring for a Better Retirement Are people saving too much for retirement? Don't believe it. Don't give in to conspiracy theories that threaten your ability to meet your financial goals.
Investment Advisor September 2007 Kara P. Stapleton	Changes Ahead for 403(b)s Retirement plan advisors, distributors, and providers are finding themselves responding on the fly to the trends shaping the 403(b) and 457 markets. New regulations will add paperwork and confusion say critics.
Investment Advisor January 2008	The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.
Investment Advisor February 2007 Melanie Waddell	Clear Road Ahead Commonwealth's retirement platform, Preferred Portfolio Services Retirement Solutions, keeps financial advisors compliant with ERISA and PPA.
The Motley Fool June 10, 2010 Scott Holsopple	The $5.5 Billion Mistake Are you throwing your retirement money out the window?
Registered Rep. January 7, 2011 Kristen French	Will the SEC Curtail Recruiting Bonuses? With brokerage revenues getting squeezed and regulators sniffing around compensation issues and potential conflicts of interest, it's possible that 2011 could bring some changes to broker comp plans.
Registered Rep. July 24, 2012 Jerry Gleeson	Fee Disclosure - Can You Handle the Truth? New federal rules are forcing advisors to spell out what they're charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations.
AskMen.com Ryan Ortega	Invest On A Budget With a little planning and common sense, you can invest on a budget with very little money up front and, hopefully, a large payout in the end.
Registered Rep. April 23, 2010 Halah Touryalai	Compensation Key To Breakaway Recruiting Pitch RIA principals and consultants discuss strategies for wooing and hiring advisors from various different kinds of firms.
The Motley Fool March 10, 2009 Dan Caplinger	Where Smart Investors Put Their Money More investors are taking advantage of this strong retirement-based opportunity. Are you?
On Wall Street June 1, 2012 Larry Barrett	The Reality of Health Care Costs Too many Americans are counting on Medicare to pay for a high portion of their health care costs in retirement. Too many pre-retirees are either ignoring or underestimating the advice they could be receiving from a financial advisor.
Financial Planning July 1, 2007 Marshall Eckblad	Bookshelf The Wall Street Journal Complete Retirement Guidebook by Glenn Ruffenach and Kelly Greene provides priceless help in explaining the more complex facets of retirement planning to clients.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
Investment Advisor November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
On Wall Street January 1, 2009 Larry Silver	The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year.
On Wall Street December 1, 2009 Mark Astarita	Brokers as Fiduciaries -- Much Ado About Nothing There is a battle cry to place a fiduciary obligation on retail brokers. But the real question is: What difference will it really make?
The Motley Fool July 6, 2004 Gardner & Gardner	Retirement Tips From a Pro Retirement pros chat about planning for the rest of your life.
On Wall Street September 1, 2012 Elizabeth Wine	Financial Advisors Turn to the 401(k) Market for More Business Advisors look to 401(k) plans as fertile ground for business.
Registered Rep. October 1, 2002	Misery Loves Company Statistics on falling compensation for brokers and investment product wholesalers.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
The Motley Fool May 5, 2007 Elizabeth Brokamp	5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc.
Investment Advisor March 2010 James J. Green	Merrill Discovers Retirement It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and is moving to better position its army of financial advisors to compete in the space.
Registered Rep. January 1, 2007 David A. Geracioti	What Advisors Look Like Now Here are selected highlights from a reader survey selected from wirehouses, independent broker/dealers, RIAs, financial planners, bank brokers and insurance reps that offers a pulse from this demographic on business trends.
The Motley Fool February 2, 2007 Selena Maranjian	Prepare to Un-Retire Will you be one of the millions forced to keep working for many more years?
The Motley Fool May 17, 2007 Brian Richards	The Secret to a Happy Retirement Save more, invest wisely, and take control of your financial future. Here are seven stocks that can take you there: Citigroup... Dow Chemical... Merck... GE... etc.
Financial Planning September 1, 2007 Ray Sclafani	The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan.
Investment Advisor March 2007 Melanie Waddell	Leading the Way This year is shaping up into one in which advisors will have to stay compliant with a plethora of retirement planning rules and regs if they expect to stay firmly rooted in the retirement planning arena -- and doing what's best for their clients.