“If there be any truer measure of a man than by what he does, it must be by what he …

Financial advisers can use so-called interest-based negotiating to help couples address disagreements and shape a shared plan. We negotiate all …

Four years ago, Abacus Planning Group, a 13-year old $700 million wealth management firm in Columbia, S.C., was growing at …

Invest in the BRIC countries? Sure. Many if not most financial planners devote some client assets to stocks from Brazil, …

“Am I blowing a friendly interaction out of proportion or is Mr. Falmon flirting with me?” a young planner asked …

Growth plans represent an important, yet often overlooked, component to business. Financial Advisor magazine interviewed several leading advisor firms to …

Financial Planning magazine recently highlighted Abacus’ success in an article focusing on advisor opportunities in smaller markets. Cheryl Holland touches …