The Key to Success Is Often What You Don’t Know
“It’s not the things we don’t know that get us into trouble, it’s the things we know that ain’t so.”
Advisors on Trump’s Tax Plan: ‘Huge’ but Won’t Effect Client Portfolios
None of the capital gains savings or corporate tax cuts directly impact IRAs, 401(k)s or Roth IRAs.
10 Ways to Engage Gen Xers
Angie Herbers, Michael Kitces and Cam Marston weigh in on how to reach this sometimes-forgotten generation.
Personal Capital Has a New CEO
Bill Harris, who founded the firm, steps down but remains chairman, as Personal Capital’s COO takes over as CEO.
Financial Planners Fight Spending Bill Rider That Kills DOL Rule
The Financial Planning Coalition moves against other industry players who are "aggressively advocating" for a rider that would prohibit DOL from implementing the fiduciary rule.
Schwab Makes New Ad Push as Assets Near $3 Trillion
The new commercials focus on how indie advisors working with the firm serve high-net-worth investors.
The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
The Low-Yield Bond Market Is Back
Advisors face the same challenge today that they faced before the election and two Fed rate hikes: finding income for clients.
Focus Financial to Sell Big Stakes to KKR, Stone Point
The RIA aggregator says it now has some 45 partner firms and is valued at $2 billion.
Why Individual Investors Support Fiduciary Rule: Financial Engines Survey
A survey from the nation's biggest 401(k) advisor found that 93% of Americans want advisors working on retirement accounts to put client interests first.