Updated Thursday, October 30, 2014 as of 10:33 AM ET
Veres: How to Survive Big Market Shifts
Want to insulate your firm from future crises? A few moves look sure to offer a payoff whether equities soar, plunge or just muddle along.
More in Client
Edward Jones Managing Partner James Weddle says the firm grows organically, recruiting from colleges and even the military for new advisors. more »
When cash, commodities and other assets stumble, it is tempting to eliminate them from a portfolio. Run the numbers first, though. more »
Advisor sends his clients on a road trip; 401(k) contributions ‘max’ to rise to $18,000 in 2015; Navigating the new retirement world more »
Millennials are becoming more proactive about retirement planning, according to the semiannual 401(k) Wellness Scorecard report from Bank of America. more »
Financial advisors may need to alter the traditional way they view investors’ safety zones. more »
FINRA's Enforcement Department alleges that the registered rep issued and distributed unauthorized ATM cards as part of a scheme to steal customer funds. more »
Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role more »
Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to research from Cerulli Associates. more »
An extra step to protect inherited IRAs; What you’ll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again. more »
The growing realization of the complexity of retirement planning creates opportunities for advisors, according to research firm Hearts & Wallets. more »
With mortgage rates at new lows, is it time for clients to refinance? more »
What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in more »
When hosting a client event, a strategic seating chart can place prospects next to your biggest fans. more »
The October Issue is now online!


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