Amid Volatility, Portfolio Management Is Top Advisor Concern: Fidelity
Advisors have become more concerned about portfolio management since the middle of 2015, according to Fidelity’s Advisor Investment Pulse survey, as market volatility has increased.
Kotlikoff: 5 Tips to Navigate Social Security Filing
Social Security claiming rules are so complicated that even most SSA employees don't understand them, Kotlikoff warns.
How Advisors Can Help the Community, Boost Their Business
At TD Ameritrade’s National LINC conference in Orlando, attendees discussed ways they were positively interacting with their communities and the benefits to their businesses.
The Rich Are Already Using Robo-Advisors, and That Scares Banks
Lenders are racing to release their own automated investing technologies this year.
Edelman: What’s Top of Mind for Advisors? Technology, Recruiting Women
Female clients are not a "legitimate segment" to pursue, Ric Edelman said on a panel, but "women as advisors have been ignored" and "tend to be the best" advisors.
How to Boost IRA Rollovers as DOL Fiduciary Rule Looms and Competition Grows
If advisors want to attract more rollover assets, they need to offer “more than just money management and asset allocation models,” says Janus' Matt Sommer.
Common Investment Goals
Here are some common goals that investors have.
Surprise! Investors Often Don’t Know What Their Goals Are
Behavioral science can explain why it's surprisingly difficult for clients to accurately tell you their goals, but it can also provide ways to help.
A Fiduciary Primer: What’s a Rep’s Responsibility to Clients?
Questions from a veteran RIA — and former broker — reveal the lack of understanding among advisors of the fiduciary issue.
Michael Finke Named Dean of The American College
Michael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.