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?
Don’t Fear the Robos, Advisors Can’t Be ‘Bot-Sourced’
LPL’s chief investment officer rebuts an Oxford University estimate that advisors have a 58% probability of being replaced by computers.
Don’t Let Government Trample Your Retirement Business: Pawlenty
Think Obamacare is bad? Federal intervention in retirement saving would be an “existential” threat to advisors, ex-governor Tim Pawlenty warns.
Advisors Ignoring Millennials: Study
Financial advisors are leaving millennials out in the cold when it comes to looking for more clients, according to a Principal Financial study.
Financial Stress Takes Toll on U.S. Workers: Study
Nearly two-thirds of workers have recently felt extreme or moderate financial stress, according to a New York Life survey.
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.
Want Clients to Trust You? You’ve Got 0.05 Seconds
A new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?
Investor Optimism Falls on Retirees’ Worries
Most Americans say the markets are a "fair" or "poor" way for average investors to grow wealth, a Wells Fargo/Gallup study found.
Ritholtz to Alt Fund Investors: Beware ‘Negative Alpha’
Barry Ritholtz asks: Why should individual investors want to invest like a hedge fund?
Industry Gears Up for Fiduciary September
Advisors are beginning to think that if regulators won't move forward on fiduciary rules, maybe the profession should, TD Ameritrade's Skip Schweiss tells ThinkAdvisor.