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.
S&P Got a Little Casual With Its Mortgage Ratings
Here's a story the SEC tells about Standard & Poor's 2010 holiday party that ends in $67 million in fines for S&P.
Congress Needs to Do Its Bit for Economy
The U.S. is doing better than other regions, but politicians must improve conditions for more Americans in 2015.
New Roth 401(k) Rollovers Maximize After-Tax Contribution Value
The increasing availability of in-plan Roth 401(k) rollovers has changed the retirement income planning landscape, especially for small-business owners, but the rules are tricky.
NY Fed’s Dudley, CFAs: Industry Has a Big Trust Problem. Are Advisors the Solution?
To restore investors' trust, Wall Street’s leaders must lead by actions, not words, but advisors themselves are part of the solution.
4 Steps to Get a Client—and a Prospect—to Trust You
Exploring why a client or prospect may have difficulty trusting an advisor, and what you can do about it.