Words rarely match actions when portfolios suddenly plummet. Theoretical comfort with volatility evaporates quickly once percentage drops transform into dollar figures. One of the thorniest challenges ...

Advisor Impact Inc. has launched a third-party client assessment tool that helps financial advisors maximize the value of their existing books of business and build deeper relationships with clients.

Objectives: (1) Describe the self-care, productivity and leisure problems identified by individuals with a spinal cord injury (SCI) during rehabilitation, (2) describe the perceived level of ...

After years of blending the disciplines of counseling psychology, leadership and executive coaching, I have found this integrated approach to consistently achieve superior results, especially when ...

On 22 January 2015, the Securities and Futures Commission of Hong Kong (SFC) issued a set of frequently asked questions to provide practical guidance on the criteria and application of the new ...

Independent financial planning practices concerned about moving away from a commission-based fee structure should speak to clients individually to work out a case-by-case solution, according to ...

Client protection practices in Cambodia’s financial sector are receiving considerable attention, with the official implementation of the “Banking and Financial Institutions (BFI) Code of Conduct and ...

Now that we’ve passed the second personal tax-filing deadline of the year, June 15, which is for individuals with self-employment income, chances are your clients have either received, or will shortly ...