The Dumb Money Isn't So Dumb
Retail investors have moved from active to passive funds, from high to low cost, and from commission-based brokerage accounts to fee-based managed accounts.
In the Eye of the Perfect Storm, the Future Is Forms
If the financial advisory industry had the equivalent of meteorologists, they would be ringing alarm bells.
What DOL Fiduciary Victory Feels Like: The Texas Court Decision
Seven challenges to the DOL fiduciary rule were noted and refuted in Judge Barbara Lynn's decision.
Debating Whether Dodd-Frank Is Worth Saving
Is Dodd-Frank an over-regulating recovery killer, or a necessary solution to avoiding future financial crises?
4 Ways to Improve Client Engagement
There are specific, simple steps advisors can take to provide a superior client experience.
Can You Hear Me Now? The Tech Scam Better Explained
Clarifying the details, and the seriousness, of the 'Can you hear me now?' telephone scam.
5 Reasons Advisors Need to Rethink Impact Investing
Advisors who have little to no interest in sustainable investing are missing a massive opportunity.
News From Veo Village – Top Tech Developments From National LINC
As the largest gathering of the advisor tech community outside Joel Bruckenstein’s T3 conferences, TD Ameritrade’s “Veo Village” featured the latest and greatest for 2017.
3 Keys to Giving Client Gifts With Maximum Impact
The power of a properly executed gift can never be underestimated.
New Tech Scam Warning Shows How Vulnerable We Are
Clients — or advisors themselves — might fall prey to a new, clever telephone fraud.