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.
Wall Street’s 15 Biggest Spenders on Lobbying in Washington
Wall Street banks, financial services firms and trade associations spent $1.4 billion in the 2013-2014 election cycle, according to Americans for Financial Reform.
Motif Investing, Pacific Life Partner on ‘Cause’ Motifs for Millennials
Motif Investing’s thematic investing platform targets millennials looking to invest in causes and issues they care about.
Schwab’s Advisor Robo-Platform Offers 200 ETFs, 28 Asset Classes
Schwab Institutional Intelligent Portfolios requires 4% cash holdings in portfolios; mimics retail robo offering in minimums, auto tax-loss harvesting levels.
Fiduciary Standard Should Be Based on How Brokerage Industry Works
A reader says all fees, transaction costs and loads should be transparent and "comparison-shopped for by a broker 'advising' any client." Therein lies the rub.