Marines, Lacking Financial Planning, Get Hand From Ex-Army Officer
Advisor David Block offers pro bono help in retirement planning, avoiding heavy debt and steering clear of scams that target service members.
John Buckingham’s Post-Brexit Vote Stock Picks
The astute stockpicker talks about where he sees opportunities after the Brexit vote, why he loves Apple and why ETFs are increasing market volatility.
Sheryl Garrett: How DOL Fiduciary Rule Will Rein In ‘Gunslingers’
The hourly fee-only advice pioneer talks to ThinkAdvisor about how the DOL fiduciary rule will reshape advisor channels and change how advisors spend their time.
5 ‘Sneaky’ Mutual Fund Behaviors That Erode Returns: Kenneth Kim
The prolific ex-professor takes relish in lifting the curtain on mutual funds' tactics that he says can cost investors big time.
What the Case of a Broker Who Had an Affair With a Billionaire Client Means for Advisors
A contentious debacle involving ex-Morgan Stanley advisor Ami Forte and her billionaire client, Roy Speer, evokes concerns about elder exploitation and gender discrimination.
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative Planning
Robbins and Creative Planning’s CIO Peter Mallouk define Robbins’ role as Chief of Investor Psychology; what it means for clients and advisors.
Ric Edelman: DOL Rule Will Kill Off Half of All Advisors, Gouge Wirehouses
One of the scariest aspects for the financial services industry, Edelman says, is that the new fiduciary rule will allow lawsuits.
DOL Fiduciary Rule Puts Advisors on Tricky Terrain
Firms and advisors must now untangle knotty questions raised in the rule.
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy Speer
After FINRA ruled that Speer’s widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firm’s most prominent financial advisor.
Kotlikoff: Congress Took a ‘Meat Cleaver’ to Social Security Claiming Rules
Laurence Kotlikoff tells ThinkAdvisor about “gotchas” in the new rules beyond ending file-and-suspend and points out a loophole that could give some couples $120,000.