Funding a Cure for Childhood Diseases
In June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
Fiduciary Best Practices, Part Deux: Bigger, Better, Maybe More Client-Centered
Recent activities in Congress and at the SEC to curtail a fiduciary standard for brokers indicate, at least to this writer, that any meaningful advances in investor protections will be driven by independent fiduciary advisors.
The End of the 401(k)?
Let's declare 2015 the year we officially recognize 401(k) plans as a failed experiment in retirement planning. And let's give some credit for that to plaintiffs’ attorneys, the Supreme Court and the Department of Labor.
How We Parted Ways With Difficult Clients
More on the gentle art of client termination.
Why Do Wealthy Parents Have Wealthy Kids?
An NBER study discovers that wealthy parents have wealthy children, even when those kids are adopted.
Analysts Are Victims of Behavioral Biases, Too
Like anyone else, analysts behave in a manner inconsistent with the workings of a completely efficient market, says John Riddle of BRC Investment Management.
1 in 10 Advisors Have Never Heard of Robos: Survey
A survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
How Investors’ Decision Making Varies With Age and Wealth
Research firm Martini studied the online behavior of three segments of the affluent market.
Top 5 Fastest Growing Consumer Complaints
Thirty-seven agencies in a survey received a total of 281,639 complaints last year, including tax-related fraud.
Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to Respond
The parallels between the dot-com craze and today’s robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.