Stock Price Path Influences Investment Decisions
Imagine your favorite soccer team is up three-zero at half time, but the match finally ends in a draw. You’re probably disappointed, but if your team was down three-zero and recovered before a draw, your happiness as a fan is totally different for the same end result.
RIA Rolls Out Uber-Like App
The mobile financial planning tool is intended to help clients 24/7 — an anti-robo-advisor of sorts.
Distressed Debt Maven Lynn Tilton Charged With Fraud by SEC
Tilton and her firm, Patriarch Partners, hid poor loan performance from investors and collected almost $200 million in fees from CLO funds, SEC says.
10 Worst States for Retirement: 2015
Weather, crime and taxes make some places less desirable than others.
Public’s Feeling on Taxes Has Distinct Divide: Pew Survey
More than 60% of the American public believes some corporations and wealthy American’s aren’t paying enough in taxes.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
Will She or Won’t She? Mary Jo White and the Broker Fiduciary Standard
News of SEC Chairwoman White’s support for a broker fiduciary standard may be greatly exaggerated.
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!
Wall Street is out of step with the public in promising to make people rich—when their real goal is to have rich lives.
How I Met My Client: Charles Barkley
Raymond James advisor Glenn Guthrie talks about how he landed the former NBA player as a client.
5 Clients Are Better Than 500, Says One Advisor
Perfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.