What You Think You Know About Advisory Firm M&A Is Wrong
Advisory firms that will sell at a premium in the future will be those with experienced, well-trained younger advisors, not the most profitable.
CFSI: Turning Greater Financial Knowledge Into Better Habits
Joshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.
Using a Stock Swap to Maximize Clients’ Compensation
In the current bull-market environment, executives of publicly traded firms who receive much of their pay in the form of company equity are seeking ways to maximize their wealth in a tax-efficient manner.
My eMoney Review: Good, but What’s With Monte Carlo?
I’ve found eMoney to be one of the best options on the market today for financial planners, but I’ve also found two curious issues with the software.
College Savings Demystified: The Devil Is in the Details
College tuition presents one of your clients’ largest pre-retirement expenses, so be prepared for the detailed situations that will round out their individual funding scenarios.
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
Extensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
Your Local Investing Bias Could Cost You
What matters most to investors is at least having some awareness of the factors that may be biasing their behavior.
Senators Think Stock Buybacks Might Be Manipulative
Some politicians, like Sens. Elizabeth Warren and Tammy Baldwin, think that stock buybacks are bad and that the SEC should forbid them as market manipulation.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
Seeking Income in a Market When ‘Winter Is Coming’
"Game of Thrones" and two accomplished pro coaches—Steve Kerr and Jim Harbaugh—provide insights into where to invest now and what to watch for.