Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35
When Harold Evensky started in the financial planning business he was doing “yellow pad planning,” literally using a yellow pad of paper and a pen to map out clients’ financial plans, he told Investment Advisor in April.
Bergman to Advisors: Envestnet Will Help You ‘Cross the Digital Divide’
At Advisor Summit, Envestnet CEO uses the metaphor of transcontinental railroad builder to encourage advisors to surmount the robo-advisor challenge.
Toward a Workable Fiduciary Standard for Brokers: The 7 Questions
To tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
‘Living Inheritance’ Could Hurt Retirement
A report by HSBC identified a “living inheritance” trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
Many Millionaires Say No to Advisors on Retirement Planning
Almost one-third of millionaires nearing retirement have never consulted an advisor because they feel they can do better on their own, a Deloitte survey found.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
Health Care Tech Not Just for Doctors
As digital health care technology becomes more advanced, there's a growing delineation between clinical-focused technology and devices that focus on health and wellness.
The Robo-Advisors of the Health Care World
Health care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
How Well Does Your Firm Virtually Serve Your Clients?
Take a moment and think about how many different ways you access information in the virtual world.
(Pet) Protection Money
Advisors can provide additional value by helping clients protect beloved pets when they’re no longer able to care for them.