Updated Saturday, August 30, 2014 as of 2:16 PM ET

Despite the economy's improvement, times may still be hard for financial advisors.


The Chief Investment Strategist at Janney Montgomery Scott and Managing Director of Parker/Hunter Asset Management discusses his 26 years in the securities business.

As it turns out, losing to the S&P 500 last year wasn't quite as shameful as we thought.

Greece, Ireland, or Portugal may choose to leave the Eurozone, but Europe gains little by throwing them out.


In May and July, another 45%—or 3.2 million accounts—will come onto the joint venture's platform.

Investors are going to demand adherence to international financial standards.

The chief executive officer of Foundation Source discusses the advantages of a knowledge of philanthropy.

Financial advisors can help their clients determine their retirement readiness.

A three-part plan that enables advisors to go beyond basic financial planning.

Find a manager for whom you are priority No. 1 at deal time—not one who will woo you and forget you

The more indispensable you are to the business, the less valuable it will be when you leave.

The August Issue is now online!


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