Category: Advisors

Fisher withdrawals top $3 billion as Texas retirement plan exits

Kenneth Fisher, chief executive officer of Fisher Investments, speaks at the Forbes Global CEO Conference in Sydney, Australia, on Tuesday, Sept. 28, 2010. Gillianne...

Here’s the best financial advice that top advisors ever got

Thomas Barwick | Getty Images Financial advisors and wealth managers counsel others on money matters. Doling out financial advice is their bread and butter. And like...

As brokerage firms go to zero-commission on trades, advisors worry

Jonnie Miles | Photographer’s Choice | Getty Images There may be no free lunch in the financial services industry, but there is now free trading of stocks,...

These advisors help their clients tackle this unknown looming cost

There’s an expense lurking down the road for many retirees that is largely unpredictable but likely: long-term care. With premiums soaring on insurance policies...

Financial advisors need to put cybersecurity plans to the test

Gorodenkoff | iStock | Getty Images Just in the past month, Scott Van Den Berg, president of Century Management Financial Advisors, has added cybersecurity to the...

What advisors can anticipate amid the $26 billion Schwab-TD tie-up

A pedestrian passes in front of a Charles Schwab Corp. office building in New York. Gabriella Angotti-Jones | Bloomberg | Getty Images Charles Schwab’s proposed...

Advisors strive for a higher standard when recommending life insurance

The process of recommending life insurance doesn’t have to be rife with conflicts of interest. Insurance has its place in a client’s comprehensive financial...

Why advisors encourage these older investors to buy more stocks

Geber86 | E+ | Getty Images Staying in equities and embracing their risk and potential return just might make sense for some retirees. Older investors with a combination...

Advisors look beyond client assets to give investment advice

Ariel Skelley | DigitalVision | Getty Images For some financial advisors, the person behind the assets is the key to providing the best investment advice possible. That...

Here’s what top advisors see on the horizon for markets in 2020

PeskyMonkey | iStock | Getty Images The bull market in U.S. stocks rolls on. From the trade war between the U.S. and China and the slowdown in global economic growth, to...