Here is what advisors need to do in determining whether to make a move: Assess motivations. Could the business benefit from a bigger cash cushion, or are clients no longer comfortable with the current firm? ...

While the economics of switching firms are very important, other contract terms can be the most critical. In this article, we highlight a few of the most common and most significant issues. ...

A conversation with Andy Effron, National Director, Recruiting, Investors Capital of Lynnfield, Mass. ...

While it is true that many firms are not hiring in this industry, it is also true that we are experiencing a significant number of firms who are recognizing that an unprecedented number of high-quality job candidates are looking. ...

A look at the latest short- and long-term market trends affecting ETFs....

As global economies around the world sputter and world central banks search for the answers, gold is on the rise....

State Street Global Advisors has just introduced the SPDR Barclays Capital Intermediate-Term Credit Bond ETF (ITR). ...

New York-based Global X Management Company has just introduced the GlobalX/InterBolsa FTSE Colombia ETF (GXG). ...

Monte Carlo simulations are a significant improvement over forecasting methods that don’t allow for variable results. But there’s still a potential problem with the analyses....

It’s bad enough that many retirees’ portfolios sustained significant losses during 2008. But income tax regulations on required minimum distributions, or RMDs, can make a bad scenario even worse....

Features like auto-enrollment encourage saving and improve the odds that retirees will avoid a funding shortage. DC plans aren't a retirement-savings panacea, however....

Mary Sterk, CFP, Sterk Financial Services, Woodbury Financial Services, Sioux City, Iowa, shares her views on the challenges and opportunities of retirement planning. ...