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  1. The Friday Five

    Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.

  2. The Friday Five

    Five stats from the market and the stories behind them. This week: Berkshire's stake in a $28 billion deal, Avon's not-so-pretty 1% sales growth, and more.

  3. Time for the 3% Withdrawal Rule?

    Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David Blanchett.

  4. 3 Inflation-Fighting Assets for Your Toolkit

    TIPS, real estate, and commodities are great inflation-hedging, liquid investments, says Morningstar's David Blanchett, who details the importance of exposure to these assets.

  1. House Republicans Propose Tax Reforms for Financial Products

    The Republican chairman of the tax-writing House Ways and Means Committee, Dave Camp, R-Mich., released a draft document Thursday proposing a series of tax reforms for various types of financial derivatives and other financial products, building on work done by his committee over the past two ...

  2. Duplicating Your Top Clients

    "If you want to make a client uncomfortable, you should ask them for a referral," Thomas Fross, the CEO of Platinum Advisor Strategies, said at the Platinum Top Producers Boot Camp.

  3. A Taxpayer’s Guide to 2013

     

  4. 8 Great Tricks for Effective Client Events

    Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.

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