Finke: Industry Without Fiduciary Protections Preys on the Elderly
“In the United States, we have a buyer beware marketplace for products that are very often sold to older consumers,” says Finke. "This is insane."
Half of Parents Say College Savings More Important Than Retirement
Nearly a third said they were using their 401(k)s to save for their children's college, T. Rowe Price found.
RIA Growth Secret: ‘Create a Story That Sells Itself’
Firms discuss how moving from the wirehouses to independence brought rapid growth.
5 Tips for Saving for College in 2015
While college costs seem to rise inexorably, there are ways for parents and grandparents to pay for a child's tuition without breaking the savings bank.
2 New Realities Advisors Must Prepare for: IAA’s Chief Lobbyist
Obama is backing DOL on fiduciary, and “there is a broadening political perception that the oversight of advisors is not sufficient,” says IAA's Neil Simon.
Investor Optimism Highest Since 2007: Wells Fargo, Gallup
The share of investors who say now is a good time to invest in the markets has risen to 58%, the poll found.
New Hire Roundup: Morningstar Names HelloWallet Founder Head of Innovation
Meanwhile, Merrill adds a former UBS team in Texas.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What You Can Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
Sustainable Investing Accounts for 30% of Managed Assets: Study
GSIA reported that global sustainable investing assets rose 61% over two years.
IRS Wants Your Advice About the Cadillac Health Plan tax
The value limits can be adjusted even in 2018.