How Advisors Can Fight Elder Financial Abuse
Fending off exploiters of elderly clients is a difficult task; advisors should embrace it.
Finke: DOL Rule May ‘Drop Bomb’ on Asset Management Industry
Annuities, nontraded REITs and even mutual funds face a transformed environment under the DOL fiduciary rule, Michael Finke writes.
Will Robos Send Advisors the Way of the Travel Agent?
Will advisors be disrupted by technology, as travel agents have? Or will more tech simply improve service, as with graphic design? That depends.
Finke: Putting Millennials’ Finances Into Focus
One of the problems with creating generational cohorts is that we’re tempted to focus on stereotypes. Here's what the data show about millennials.
Crowdfunding and Peer Lending: Time to Swim With the Sharks?
Clients are showing interest in nontraditional funding techniques; advisors can help them understand the risks and benefits.
Can You Plan for a Black Swan?
Extreme events can have a deep impact on investment portfolios, writes Michael Finke; assessing their risks poses a formidable challenge.
What Annuities Can (and Can’t) Do for Retirees
With proper handling and expectations, annuities are powerful retirement income tools, Michael Finke writes.
IRA Rollover Boom Spells Opportunity for ETFs: Finke
ETFs provide modest advantages over mutual funds in IRAs, but they could provide significant advantages in taxable accounts when boomers take RMDs, Michael Finke writes.
Brigitte Madrian’s Power of Suggestion — and How It Improved Retirement
The Harvard economist won the 2015 Achievement in Applied Retirement Research Award for showing how to boost 401(k) participation.
How Much Income Do Retirees Really Need?
Do percentage-based rules of thumb for replacing pre-retirement income — say, 80% — make sense? Michael Finke weighs in.