Can a ‘Fiduciary-Only’ Advisor Take Commissions?
An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!
In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.
Are 10% Portfolio Returns Reasonable?
Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
How Advisors Choose Liquid Alts: Reducing Risk, but Watch the Fees
In the second of a series, a look at liquid alts’ role in reducing portfolio risk, and how to find some hidden costs.
4 Leadership Lessons From Football to Build Your Advisory Firm
Legendary Tennessee football coach Phillip Fulmer shares his insights on vision, teamwork and legacy building.
Are You an ‘Internet Adviser?’ A 10-Year-Old SEC Rule Predated Robo-Advisors
SEC Rule 203A-2(e) governs registration requirements for advisors delivering advice by the Internet. Here’s how to stay compliant with this foresighted rule.
Want Referrals for New Clients? Get Them on the Web
A Paladin Registry survey makes a pretty compelling case that there is plenty of opportunity for independent advisors to get clients on the Web.
CFB Board Creates Another Three-Bucket Mess on Compensation
Rick Kahler’s "fee-only" trouble demonstrates the limitations of the CFP Board’s compensation rules.