personal finance

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  The 2013 IA 25: Advisor Advocates and Regulators

  By Editorial Staff  |  May 20, 2013

  Since the financial crisis, advisors have had to defend their businesses from wary consumers, overzealous legislators and sometimes even other advisors whose unscrupulous actions would cast good advisors in the same shadow as bad advisors.

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  Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke

  By John Sullivan, AdvisorOne  |  May 7, 2013

  We’re in a retirement crisis, but it’s a “bit overblown.”

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  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

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  Social Media Is Catalyst for Investment Changes Among Affluent: Cogent

  By Danielle Andrus, AdvisorOne  |  March 11, 2013

  Nearly 70% of affluent investors who use social media for financial information have reallocated investments or have started or changed their relationship with investment providers based on content they’ve received through those channels.

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  How Do You Plan for Clients When You Can’t Trust the CPI?

  By Bob Clark, AdvisorOne  |  January 23, 2013

  Peter Schiff's relentless questioning of the government's CPI data--is inflation really so low?--raises a daunting question for advisors and their clients.

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  CFP Board Did the Right Thing on Planners’ Bankruptcies

  By Bob Clark, AdvisorOne  |  October 24, 2012

  A CFP's bankruptcy is serious, of course, but such planners deserve to be treated fairly, and after being informed, clients can decide for themselves whether filing for Chapter 11 is a game-changer.

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  NAPFA Illustrates Dire State of Americans’ Finances

  By Melanie Waddell, AdvisorOne  |  October 5, 2012

  The trade group introduced an infographic to depict the dire state of personal finance in the United States in 2012 and the important role financial planning can have in reversing the negative trends.

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  Five Good Questions for Michael Kitces of Pinnacle

  By Bob Seawright, Madison Avenue Securities  |  August 16, 2012

  The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.

• Inside Information

  By Bob Clark, AdvisorOne  |  July 24, 2012

  I’ve never been a big fan of focus groups.

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  Financial Literacy Starts at Home, Survey Shows

  By Danielle Andrus, AdvisorOne  |  June 1, 2012

  Nearly half of Americans surveyed by the National Foundation for Credit Counseling say they learned more about personal finance at home from their parents than they did anywhere else.