What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
Extensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
Advisors ‘Can Become Outdated Instantly,’ Schwab’s Clark Warns
Schwab study finds most advisors believe they'll continue to grow faster than the market, but Bernie Clark cautions not to become the “new traditional” firm.
More Millennials Buying a Home This Year
The housing market is on track to enjoy one of its best years since 2006, the National Association of Realtors predicts.
Be Sensitive—Especially With Minority Families’ Cultural Differences
Demographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
Modern Family Planning
If you’re in your 40s or older, you may remember the big flap when TV sitcom journalist Murphy Brown, played by Candice Bergen, decided to have a baby without benefit of marriage.
MDs Need More Financial Literacy, Too
Constraints put in place under the Affordable Care Act are hitting doctors where it hurts—not only in their pockets, but also by creating red tape that stops them from finding time to become financially savvy.
The Modern Family 80/20 Rule
The traditional American family—households made up of parents with children from those parents only—now represents only 20% of today's population, and with each successive generation the percentage gets smaller.
What Makes Sequence of Returns Risk So Dangerous
We recently advised readers of an obvious but overlooked retirement risk—what retirement planner Dirk Cotton calls sequence of consumption risk.
Avoid Assumptions—Especially About Family Members’ Roles
In modern families, the decision makers may not be who you assume they are.
Financial Illiteracy: The Local Solution
Pershing Advisor Solutions’ CEO Mark Tibergien was an early and vocal proponent of the serious industry need to attract and retain younger advisors to replace departing (and dying) advisors.