Perhaps one should avoid the temptation to use house metaphors when describing something like an RIA business. And yet. Like your house, your advisory firm has likely got a lot of your personal stake ...

Beginning almost 20 years ago, an obscure advisor in El Cajon, Calif., published a series of papers defining sustainable withdrawal rates from retirement portfolios. Based on a historical ...

Ken Griffin is pointing an outstretched arm toward his field of dreams. On this Wednesday afternoon in early February, the CEO of Citadel, one of the world’s largest and most profitable hedge funds, ...

To apply for CE credits, click on a continuing education licensing agency below to access the available exams. If you have any questions regarding the Continuing Education Center, please go to our CE ...

A dwindling number of prospective students will drive as many as 370 private colleges in the US to shutter or merge with another institution in the next decade, according to a major higher-education ...

The expanding role of the UHNW celebrity business manager is creating opportunities for wealth managers to play a more central role. Wealthy private investors are locking in returns in larger ...

For a profession that is half a century old, the financial advice business is still troubled by certain frustrations. Near the top of that list is the fact that, unlike medicine and law, the ...

The benefits of making contributions to a donor-advised fund include immediate tax deductions, tax-free growth and investment choice. But that doesn’t mean that the funds are a fit for everyone or ...

According to experts, one of the main selling points for annuities is that they can provide a sort of personal pension that cannot be outlived. No other investment can make that claim. Yet the ...

Sarah lost the $20 million account six months after the liquidity event. Her client, David, had sold his manufacturing business. Sarah had done everything right—on paper. She optimized the tax ...

Financial advisors worried about client retention amid the great wealth transfer are getting a bit of bad news from a recent study: A new wealth report released by Capgemini’s Research Institute found ...