6 Personality Traits of the Wealthy and Successful
Author and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.
Schwab Announces Lower Cost ETF for 1,000 Largest US Stocks
The Schwab 1000 Index ETF has an operating expense ratio of five basis points compared with 10-15 basis points for comparable funds from competitors.
‘Meaningful Changes’ to CFP Standards Proposal May Come Soon: Aikin
The head of the board of directors of the CFP Board said those changes could be decided at its November meeting.
FPA, CFP Board Formalize Their Collaboration
The stronger collaboration is designed to benefit the organizations, the financial planning profession and the public.
Watch the US Dollar if You Own Emerging Market Securities
A weak dollar has been key for rally in emerging market stocks and bonds; a reversal could crush that trade, say strategists.
Follow the RMD and Your Clients Won’t Go Broke in Retirement
Craig Israelson, executive-in-residence at Utah Valley University's financial planning program, offered up advice at the FPA annual conference.
Coach Fulmer: 6 Ways Advisors Can Build Winning Teams
Growing trust in business is not all that different from coaching college football, according to Phillip Fulmer, former head coach at Tennessee.
FPA Board Chooses Former Intelligence Officer as President-Elect
President-elect Evelyn Zohlen is also founder and president of Inspired Financial in Huntington Beach, California.
Goldman Starts Smart Beta ETF Price War
The price war that had been raging among mutual funds, then spread into ETFs, has now spilled over into the smart beta ETF space.
GOP Framework Would Raise Taxes for Many of Your Clients
Analyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.