Estate Planning 101: Motivating Clients to Get Started
Helping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.
Are ETFs Breeding Systemic Risks?
The success of ETFs faces a backlash from critics who claim they create systemic risks for investors, but is that the case?
How to Use Social Media Like Donald Trump
This week will be President Donald Trump’s first full week in office — and social media played a big role in getting him there.
Fixed Indexed Annuities to Dominate 2017 Annuity Marketplace
While the exact future of the DOL fiduciary rule is hazy, many carriers are embracing fixed indexed annuities.
When it Comes to Financial Literacy, Fintech Is Dropping the Ball
Americans face serious challenges because we’re doing a terrible job of managing our money, personally and as a nation.
4 Questions Next-Gen Advisors Must Ask When Offered a Partnership
Your life will change when making a career change to junior partner. Be sure you know what it entails.
Bad Explanations for the Financial Crisis Won’t Die
A new group of economists recently challenged the prevailing theory; I respond by taking a page from Nicolaus Copernicus.
Flat Fees in the UK: Different Country, Same Lame Arguments
Exploring the notion that paying a onetime commission for "advice" is less costly than paying an annual AUM fee.
DOL Rule in Flux, but Fiduciary Advice Inevitable
Regardless of the rule's fate, the industry is undoubtedly moving toward a fiduciary standard of care and holistic financial advice.
Is Your Data Breach Response Plan Good Enough? 3 Ways to Stress Test It
As the chances of a data breach incident increase, savvy businesses have invested time and thought in a response plan.