Planning Challenges Persist for LGBT Clients Despite Marriage Ruling
At Pride Planners conference, experts discuss the remaining legal, estate planning and advocacy issues for LGBT clients, married or not.
CFP Board Touts ‘Amazing’ Boost in Brand Recognition
Annual $10 million in advertising paying off, says CEO Kevin Keller, with awareness of the mark among Board's target demographics now matching that of CPAs.
Can Wall Street Cure Cancer?
MIT Sloan professor Andrew Lo is calling for an investable "mega-fund" for cancer research.
An Angry Bill Gross Tells Fed, Central Banks to ‘Get Off Zero!’
Savers are being "slowly cooked alive" by zero interest rates, Gross said, "while central bankers focus on their Taylor models and fight nonexistent inflation.”
2015 Broker-Dealers of the Year: The Leaders Speak
Behind the scenes and in front of the camera, the leaders of the 2015 Broker-Dealers of the Year discuss the IBD industry and their own firms' value propositions.
Schwab Finds Women Hold Almost Half of RIA Jobs but Have Little Equity
Schwab finds that about 46% of the RIA work force is female, but less than 20% of employee equity ownership goes to women.
Social Media No Longer an Afterthought for Advisors: Putnam
Putnam survey finds 81% of advisors using social media, and 79% report getting new clients, with average assets gained of $4.6 million.
‘Our Reputation Stands on Its Own’
One of your reps suddenly leaves, taking several HNW clients and disparaging your firm. How do you mitigate reputational risk? How do you respond?
Where the Real Cybersecurity Risk Comes From
One of your vendors discloses they’ve suffered a data breach, potentially exposing your clients to losses. How do you respond?
‘It’s Exactly the Right Time to Buy’: Research Affiliates’ Brightman
CIO of Research Affiliates says that recent market volatility presents opportunities for investors, but argues for truly diversified portfolios.