On Mother’s Day, Forget Roses Give Insurance
It is surely impossible to quantify the value of a mother, but neither should all her labors of love be taken for granted.
The Future Is Here, and It Looks Like Vanguard’s New Platform
Machine intelligence now plays a critical role across all industries, says Google's Eric Schmidt; advisors ignore it at their own peril.
Greece's Firebrand Finance Minister Deserves to Be Heard
Vanis Varoufakis was a breath of fresh air in this protracted and exhausting Greek economic drama, which involves alarming human costs.
Using Fixed Indexed Annuities for Retirement Income
As the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.
11 Steps to Successful Time Management for Solo Practitioners
If you’re an advisor working by yourself, organization is critical to building and sustaining your practice. Here's how I do it.
Summer’s Coming: When Trends and Fundamentals Disagree — Searching for Alpha for May 2015
Do current fundamentals support last month’s equity pullback, or is this is a case where market action and fundamentals simply disagree?
SEC Investigates Bank of America for Doing Nothing
If you make it too obvious that your transaction is about getting around rules, that's the sort of thing that the SEC doesn't like.
Helping Japanese Americans Reach Their Planning Goals
Kondo Wealth Advisors helps generations of Japanese-American clients save for their futures while also giving back to their community.
8 Tips to Balance Your Personal, Professional Lives on Social Media
Here are 8 tips to help you present your personal side on social media while maintaining a professional presence.
Why Commissions Are Also Bad for Brokers
Commission-based brokers are the only guys in the hugely successful asset management game who aren’t getting cut in on the gravy train.