The Vision Thing: Why You Need It and How to Get It
Immigration, abortion, fracking, surtaxing the 1% — presidential elections seem to hinge on issues like these, but in reality, elections are about vision.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.
Schwab Launches Its Biggest-Ever Ad Campaign With Real Advisors
Walt Bettinger says “timing is right” for the huge ad spend in the wake of the DOL fiduciary rule; says Schwab itself is “incredibly healthy."
House Panel Passes 8 Bills Including Adviser Act Reform, Crowdfunding
The House Financial Services Committee passes eight “economic growth” bills.
Vanguard’s McNabb: DOL Got It Right; Get Used to Shrinking Fees
Advisors need to learn to use technology to help business, McNabb said at Morningstar Conference, envisioning a hybrid future for advisors.
With FutureAdvisor, BlackRock Seeks to Compete With Schwab, Vanguard
BlackRock says its robo offering provides advisory firms, wealth managers and banks a “credible way” to take on Schwab and Vanguard.
No SEC Fiduciary Rule Till After Obama Departs: SEC Chief White
SEC will watch unfolding of DOL fiduciary rule to see if a “conflict develops,” the SEC chief tells Senate Banking Committee.
Advisor-Investor Survey Reveals Top Concerns, Priorities
Investors reveal some concerns that advisors may be missing and also reveal the most important qualities an advisor should have.
Mutual Funds, RIAs & Brokers: Act Now, or You’ll Lose the Robo Race
At Morningstar Conference, tech expert Joel Bruckenstein said brokerage firms are not taking full advantage of the technology.
Tony Robbins Defends Fiduciary Standard, Role as Financial Educator at Creative Planning
Robbins and Creative Planning’s CIO Peter Mallouk define Robbins’ role as Chief of Investor Psychology; what it means for clients and advisors.