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Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.
Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.
Leuthold Global ranges broadly, hoping to find themes that are in favor no matter what the markets throw its way.
A graying workforce. A homogenous culture. New technologies. With its future at stake, the wealth management industry is finally confronting its many challenges.
Investors can still get performance from the region if they know where to look, say the managers of Matthews Asian Growth & Income.
The fourth generation of the Villere family shows that relatives can indeed get along - and achieve top performance.
Fears of defaults and worries about the fallout from the Fed's tapering program are overblown, says Vanguard's tax-exempt bond boss.
Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.
Managed futures have lost some of their luster, but AQR makes a compelling case for the category.
Amid ownership shifts, Hennessy Focus is still looking for a few (very few) reasonably priced stocks that it can hold for years.
As regulatory scrutiny of plans increases, advisors are in the sweet spot to capture new business.
Taxable account or tax-deferred? Where clients' investments are housed can be vital to total returns, but beware the pitfalls.
Advisors need to think about disability insurance coverage for both themselves and their clients.
The managers of the Brandywine Global Opportunities Bond Fund deal with low U.S. yields by looking all over the world.
Perfect timing helped Baron Real Estate's Jeff Kolitch launch the fund with a bang. The next steps are trickier.
Adhering to Shariah principles, Amana Growth is also attractive to many non-Muslims.
After the Sandy Hook massacre, some clients have asked their advisors to eliminate gun holdings from their investments. Should they?
Named for a Gospel passage, the Matthew 25 fund has been churning out superior performance for a decade and a half.
The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients.