brokers

Money, We Need to Talk: Investors Demand More Broker Contact

Good communication is key in determining how pleased clients are with their brokers, and there has been a dip in satisfaction. But its not because advisers are communicating less with their clients than they did before the recession. Actually, it's quite the opposite.

Is It Time to Dump Your Financial Adviser?

Your investment adviser is an important partner in your life -- after all, who knows your intimate financial details better? It's an intensely personal, yet professional, relationship. But what happens when you discover that it's not an ideal marriage?

Retiring Without a Rudder? You May Need a Coach

Most people's worries about retirement are, first and foremost, about money. But the nonfinancial questions can be just as daunting, and increasingly, folks are turning to retirement coaches for guidance. Is one of these advisers right for you?

The Best Brokers For Mobile Investors

What are the best brokerages for mobile investors? The industry advisory firm Corporate Insight surveyed the mobile trading features of 21 brokerages, looking at a variety of platforms and loads of other features. See what firms come out on top.

The Treasury Bond Bubble: A Survival Guide for Investors

With more big names raising concerns about overheated T-bonds, what's an investor with a Treasury-heavy portfolio to do? Some ideas: Consider corporate bonds or perhaps stick with government debt, but only short-term securities.

The Secret to Investing in Turbulent Times

Determine how much risk you can take and divide your assets between stocks and bonds. Then purchase low-cost, passively managed stock and bond index funds matched to your ability to withstand risk.

In Bank and Brokerage Stocks, Red Flags for the Market?

The drooping stocks of investment banks and brokerages have been diverging from the wider market in the last few months. Back in 2007, a similar trend preceded the market crash. Now, the sector's pattern could hold a wider warning for investors.