Guaranteed income for life! This is the marketing cry of the insurance industry, and emotionally it has a lot of appeal. The soothing comfort implied is so enticing that there are actually proposals from the Obama admini[...]

“Asher Hawkins’ April 12 cover story, “Wrap Account Rip-Off,” warrants another view of these programs; one that we hope sheds a more positive light on the various aspects of fee-based and separately managed accou[...]

It can be a challenge to convert your existing clients from commission to fee-based model as part of a transition from brokerage to Independent Investment Advisor. You may also need to establish a more consultative stanc[...]

On May 24, 1844, Samuel P. Morse officially opened the Baltimore–Washington telegraph service by sending the message “What hath God wrought?” The telegraph led to the telephone. The telephone led to the cell phone.[...]

Devastated by the massive destruction of almost $10 trillion of assets on Wall Street, clients and advisors alike are searching for alternative investments to help them regain losses and better diversify their portfolios[...]

SPECIAL REPORT Announcing: The DAP (Diversified Assets Portfolio) — An investment product that measures the given rate of return of all markets in a logical diversified portfolio.[...]

This new book has the financial industry buzzing. The book ranks, at times, ahead of Suze Orman’s latest book! It's written by Bishara A. Bahbah, PhD, a Certified Wealth Strategist® (CWS), a Certified Investment Manag[...]

Today’s tough economy poses tricky questions for the independent and/or the would-be independent advisor. Establishing your own practice can be daunting enough, but in this environment there’s even less room for lax [...]

A good consultant more than earns his or her fee; and a good consulting relationship empowers the client to make more intelligent decisions that are fueled by the wisdom of experts. [...]