Overcoming Sequence of Return Risk in Retirement Income
This often overlooked risk can often be diminished by adding annuities into the retirement income planning strategy.
Investment Advisor Compliance in the Digital Age
There are many ways that existing technology can support a robust compliance program.
Questions to Ask When Building or Structuring Your Team: Part 1
To get the biggest impact from your human capital investment, first ask yourself these questions on how to structure your team.
Is State Regulation the Future of Financial Planning?
Time to rethink national regulation of financial planners in favor of state oversight? Michael Zmistowski of the Florida Council of the FPA makes the argument.
Millennial Myopia: A Big Social Media Trap
When you assume that “social media is for the young,” you implicitly discredit social as a platform for reaching everyone else.
Housing Market May Never Recover
Despite government aid, rock-bottom interest rates and enthusiastic overseas buyers, housing may never spring back to its pre-recession levels.
2 ETF Plays to Ride the Euro-Coaster
As advisors, it's up to us to act when opportunity strikes. Here’s how I’m acting on the recent Swiss and European currency news.
Why Do So Many Owners Resist Revenue Bonuses for Employees?
They fail to see that revenue-based bonuses are a relatively inexpensive and non-equity sharing strategy for getting a firm’s employees to think—and act—like owners.
How to Fill in the 401(k) Results Gap
Advisors will find that most retirement savers don't own the best available funds.
DNA Holds the Key to What Financial Consumers Want
As with Americans' ignorance of many other matters, most “investors” don’t know a fiduciary from a Form ADV. And they don’t want to.