Edition:
United States

Robyn Post

U.S. investors more interested in socially responsible funds

Jan 30 2015

U.S. mutual funds that invest in companies they view as socially responsible are posting better returns, spurring advisers to pitch them to their clients.

Some financial advisers abandon asset-based fees

Jan 09 2015

(This story was refiled to fix dropped letter in Osborne's name in final paragraph.)

Software can help financial advisers boost their business

Nov 07 2014

Many financial advisers are leaving money on the table by not investing in what some say is the most powerful tool in the business — an automated customer relationship management system.

YOUR PRACTICE - Software can help financial advisers boost their business

Nov 07 2014

Nov 7 Many financial advisers are leaving money on the table by not investing in what some say is the most powerful tool in the business - an automated customer relationship management system.

How to calm clients worried about stock market swings

Oct 03 2014

Market volatility is top-of-mind for clients who still can't relax, five years after the 2008-2009 stock market meltdown. Investors worry that the five-year bull market in stocks could suddenly turn.

YOUR PRACTICE-How to calm clients worried about stock market swings

Oct 03 2014

Oct 3 Market volatility is top-of-mind for clients who still can't relax, five years after the 2008-2009 stock market meltdown. Investors worry that the five-year bull market in stocks could suddenly turn.

Why advisers disagree about hawking their performance

Sep 12 2014

September 12 (The opinions expressed here are those of the author, a columnist for Reuters.)

Selling grandparents on the perks of 529 college savings plans

Jul 18 2014

CHICAGO Many grandparents want to help their grandchildren pay for college, but don't know the best ways to do that. Financial advisers who can show them how to make those contributions and reap financial advantages for themselves can shine.

YOUR PRACTICE-Selling grandparents on the perks of 529 college savings plans

Jul 18 2014

CHICAGO, July 18 Many grandparents want to help their grandchildren pay for college, but don't know the best ways to do that. Financial advisers who can show them how to make those contributions and reap financial advantages for themselves can shine.

How to tell clients financial advice isn’t free

Jun 27 2014

CHICAGO Financial advisers who transition from a commission-only business to a fee-based model are often stymied about how to explain their new fees without sending existing clients packing.

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