Deena Katz: Process Over Product — The 2015 IA 35 for 35
"In the early days, we charged for transactions and gave away advice," recalls Katz. "Today, we do just the opposite."
Retirement Solutions for Small-Business Owners
Small-business owners have a lot of flexibility in helping their employees save for retirement, according to Chris Carosa of FiduciaryNews.
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35
The pioneer of pay-by-the-hour financial advice, who started her practice on April Fool’s Day in 1998, is glad she ignored the naysayers.
SEC’s White ‘Proud of Progress’ at Commission
Mary Jo White told attendees at the Rocky Mountain Securities Conference that she was “proud of the progress” the SEC has made in reducing risk to investors.
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35
When Harold Evensky started in the financial planning business he was doing “yellow pad planning,” literally using a yellow pad of paper and a pen to map out clients’ financial plans, he told Investment Advisor in April.
Ken Dychtwald: Retirement Gets a Facelift—The 2015 IA 35 for 35
"Retirement is not only going to include more work, it's coming alive with vitality and with new options," the Age Wave CEO says.
‘Living Inheritance’ Could Hurt Retirement
A report by HSBC identified a “living inheritance” trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
Many Millionaires Say No to Advisors on Retirement Planning
Almost one-third of millionaires nearing retirement have never consulted an advisor because they feel they can do better on their own, a Deloitte survey found.
Health Care Tech Not Just for Doctors
As digital health care technology becomes more advanced, there's a growing delineation between clinical-focused technology and devices that focus on health and wellness.
The Robo-Advisors of the Health Care World
Health care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.