Renew

Already a subscriber and would like to renew?

Data

• The Vanishing Regionals

  By Donna Mitchell

  Changing demographics and key missteps by regional firms have put them between a rock and a hard place. They still have their fans, but some industry observers say a new model is needed.

• The ETF Parade Keeps Marching On

  By Elizabeth Wine

  The endless stream of new exchange-traded funds offer advisors more precise tools. At their best, they're better mousetraps. Misused, they can become chainsaws.

• Bank Tidal Wave Douses Wealth Management

  By Donna Mitchell

  In the wake of a crisis, investors may strike out on their own.

• Even Oil Companies Missed Part of the Recent Gush

  By Helen Kearney

  Believe it or not, there are still opportunities for your clients in oil.

• 5 Questions with Belinda Block

  By Judith Schoolman

  UBS Wealth Management's head of coaching discusses aspects of her sessions and the benefits to advisors.

• Think Slow and Steady to Beat the Street

  By Lauren Barack

  The less exciting road can sometimes help you weather the storms.

• Thriving Despite the Downturn

  By Lauren Barack

  Richard G. Averitt III on the ability of Raymond James Financial Services to navigate the choppy waters of today's market, along with some advice for rookies.

• Investor Psychology Leads To Bad Decisions

  By Stephen P. Utkus

  Two behavioral biases—overconfidence and loss aversion—are so powerful that they seem like a metaphor for recent market losses.

• The Main Attraction: Affiliated vs. Independent

  By George H. Walper, Jr. and George H Walper Jr and Catherine S McBreen

  When there's no decisive knockout, just how do the investors make their decisions on who wins this battle?

• Communication Is Critical in Challenging Markets

  By Chris Parisi and Matthew Leung

  You should be contacting 35 clients a week for a brief conversation in the name of relationship maintenance—and this time, it's personal.

• The Transition to Transparency

  By Danny Sarch

  The mobility of advisors in the industry is just one part of the overall trend of transparency, which will only increase.

• Invest in Yourself: Work on Your Business

  By Ray Sclafani

  Business management and money management are different goals, so to successfully run your advisory business, you'll need to develop a new set of skills.

• Market Opportunities Still Exist

  By Kunal Kapoor

  The low-hanging fruit is gone, but there are still places to find profit if investors know where to look and avoid the herds.

• Dollar Gains Don't Devalue Foreign Investments

  By Milton Ezrati

  Even though the dollar appears to be stabilizing, and even gaining against foreign currencies, investors should not abandon the international markets.

• Joining the Family

  By Pat Olsen

  Growing up, Andrew Crowell remembers family vacations with his dad reading prospectuses on the beach. So it seemed inevitable that he would join the brokerage business his grandfather co-founded. Now managing partner and chief executive of Crowell, Weedon & Co., he discusses how he plans to make his firm standout from the crowd.