Chuck Schwab: Slaying Wall Street Dragons—The 2015 IA 35 for 35
Investment Advisor recognized the long-term impact Chuck Schwab had on the industry when we included him in our inaugural IA 25 list back in 2003.
Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
“If we were to go back in time 35 years, here we are in year 1980. How does a financial advisor's life differ from the year 2015?”
Retirement Plans Paid $820M After Failing Nondiscrimination Testing
More than 54,000 401(k)s failed nondiscrimination tests and were required to return $820 million to participants, according to an annual study by Judy Diamond Associates.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.
10 Best States for Military Retirees: 2015
WalletHub ranks the best states for former servicemembers based on their economies, quality of life and health care.
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35
"It's really impossible to be a fiduciary without being a life planner," Kinder says.
Clients Want Personalized Service, Not Just Returns: Hartford Funds
Advisors need to create context for wealth and what it means for clients' retirement lifestyle, a survey found.
Daniel Kahneman: Father of Behavioral Finance—The 2015 IA 35 for 35
Behavioral finance has become widely accepted in financial planning circles as the industry recognizes that sometimes perfectly intelligent clients do very stupid things.
Edward Jones Among Best Employers for Military in 2015
Edward Jones has been recognized by CivilianJobs.com as a 2015 Most Valuable Employer for Military for its efforts to recruit and train military veterans as financial advisors.
5 Ways to Help Employees Boost Retirement Savings
Employers worry about pushing their employees too hard to save, but there are some ways they can help, Northern Trust says.