CFP Board, TD Ameritrade Seek Submissions for Behavioral Finance Research Award
The two groups are teaming up for the first in a series of Best Paper Awards.
100% Advisory Payouts & 7 Other ‘Heresies’
Advisors take note: Many sacred cow profit centers being disrupted by broker-dealers promoting “loss leaders” to prospects.
Take Your Time When Making Hard Decisions
Faced with tough choices and conversations, many firm owners “just want to get it over with.”
Cold Calling Superstar Shares His Secrets
Former advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
How Advisors Can Help Prevent Wealthy Families From Losing It All
In his book, “More Than Money,” Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
Gold Plunges After 1.8 Million Ounces Traded in One Minute
Comex volume spiked to 18,149 lots in London; "No one has a clue" what happened, Marex’s Govett says.
Guggenheim Launches Multi-Factor Large-Cap ETF: Portfolio Products
VictoryShares introduces a new minimum volatility ETF.
Wealth Advisor, Heal Thyself: A 5-Question Checkup for Your Firm
Answering these questions will put your firm on the path to a healthy future.
CFP Board Seeks to Impose 'Strengthened' Fiduciary Standard on All Advice
Proposal out for a 60-day comment period; Kitces wonders if board is prepared to enforce and discipline those not in compliance.
Packers’ Aaron Rodgers on Leadership, Post-NFL Career: Pershing Insite
Mark Tibergien led an entertaining and insightful conversation with the quarterback.