5 Timeless Financial Lessons for Father’s Day
It wasn’t your first bike or baseball glove, but Dad’s nontangible gifts that did the most to get you to where you are today.
Older Americans Supporting Younger Generation, Not Vice Versa: EBRI
An overwhelming generational transfer of money is flowing from older adults to their younger adult relatives, EBRI found.
Combating Elder Abuse Requires More Than Raising Awareness
NASAA is drafting model legislation to address how broker-dealers and advisors should respond when they suspect or detect senior financial exploitation.
Luring Millennials Is a Waste, Take 2: Serving the Children of Clients Makes Sense
It seems pretty clear that millennial clients are not going to fit into the AUM fee business model of many independent advisors. However...
First Impressions of Redtail’s CRM Offering
Now that I've talked to an actual person at Redtail, I've been impressed with its CRM offering for advisors.
Could 20 Digits Prevent Another Financial Crisis?
SEC Commissioner Kara Stein, a self-described "geek," says a 20-digit code could help stop the financial world from imploding again.
What Do Tougher FINRA Suitability Standards Mean for You?
FINRA's new rules have elevated the importance of risk profiling and risk tolerance, which are often lost in the shuffle.
7 Reasons Women Make Better Money Managers Than Men
Having more female money managers is a smart diversification strategy, author Meredith Jones says. Here are some reasons they often outperform.
Former Obama Official: Advisors Need to Serve Lower-Income Families
After the financial crisis, "many families who were financially secure before are now living paycheck to paycheck,” says Michael Barr.
Capital One Brings Human Advisors to Its Digital Platform
Capital One Investing unites ShareBuilder’s do-it-yourself digital platform with experienced financial advisors.