Are Index Funds Communist?
Indexing is cheaper, yes, but that's because active management has positive externalities, and if no one will pay for it, those benefits will disappear.
A DOL Fiduciary Rule Compliance Checklist
Here’s a pithy, practical six-point checklist to help advisors of all stripes comply with the DOL rule.
3 IRA Transactions Exempt From DOL Fiduciary Level Fee Rule
There are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
Helping Clients Understand Why They Shouldn’t Fly, or Jump
There are cogent reasons why investors, like airline passengers, shouldn’t go it alone, our data shows.
Robo Technology's Promise Redux: It’s About the Clients, Stupid
Comments on a prior blog lead me to refine my point about who will be the bigger beneficiary of digital advice platforms.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
4 Steps to Truly ‘Scale’ an Advisory Business
Through effective scaling, we can typically increase a firm’s revenues by 33% without adding more clients, more employees, increasing operating costs or working harder.
How Robo Technology Will Take Independent Advice to the Next Level
Aided by robos, advisors will become more like today’s doctors, analyzing information collected by robo platforms, reviewing the platforms' recommendations and helping clients implement them.
Junior Achievement's Financial Literacy Approach
As CEO of Junior Achievement, Jack Kosakowski helps empower families to have the sometimes awkward but important conversations about money management.
7 Ways to Become an Indispensable Advisor — From the Start
Here are seven dos (and a few don’ts) that can help younger advisors in particular keep the job of their dreams.