"Despite the S&P 500 index's numerous record highs this year, some nervous investors still wanted to sell during a recent downturn, says David Edwards, President of Heron Financial Group.
Read MoreFinancial advisers are changing their systems and procedures to protect clients and their own firms from the rising incidence of cybersecurity breaches.
Read MoreCommodity exchange traded funds are garnering more attention as investors hedge against swings in bonds and stocks, and play on long-term fundamentals.
Read MoreGlobal uncertainty, coupled with the strength of the Chinese markets, is leading U.S. investors back into commodities.
Read MoreJuly 25, 2014 - Social media and other online communication may be top of mind for financial advisers, but many find there is no substitute for old-fashioned, in-person client events.
Read MoreAdvisors have a love-hate relationship with the online directories that put their names in front of the public. On the one hand, they say, these services don’t exactly deliver a flood of leads.
Read MoreInvestment advisers are wary of the costs involved in a proposal by a Securities and Exchange Commission member that would require advisers to hire third-party contractors to conduct examinations now performed by the SEC for free.
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