10 Common Financial Mistakes College Freshmen Make, and How to Avoid Them
Remind your clients with kids in college that those 'first years' should establish good habits from the beginning, especially when it comes to their money.
Betterment Study Urges Strong Oversight of Advisors Working With 401(k) Plans
The study, conducted by Forrester Consulting, recommends that employers demand more information on 401(k) fees and investment decisions from advisors.
If Advisors Get Dementia, What Happens to Their Clients?
Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors’ own decline prevents them from fulfilling their duties?
Why Pro Athletes Squander Their Money; How Advisors Can Help
Former baseball pro and now CFP Erik Averill says few of his advisor peers have the skills to adequately serve professional athletes.
3 Trends Yield Great Prospects for Retirement Plan Advisors
Lawsuits, DOL fiduciary rule and a spate of bad news on active funds yield an unbelievable environment for new business. Here's how to take advantage.
When Clients’ Mental Capacity Diminishes: An Advisor’s Role
Here are the signs of dementia and other forms of cognitive decline, and how advisors can help the client and her family while protecting themselves.
What Advisors May Not Know About the DOL Fiduciary Rule
Pension law attorney Marcia Wagner lays out not just the basics of the rule but some details that may surprise you.
Could Student Debt Swing the Presidential Election?
College students and their parents consider debt a bigger election issue than hot-button topics like unemployment and immigration, a poll finds, and they vote in large numbers.
BlackRock’s FutureAdvisor Announces Another Partner for Its Robo-Advisor Platform
BlackRock’s FutureAdvisor platform is adding an automated investing option for clients of U.S. Bancorp Investments.
After Olympics, Advisors Help Athletes Build Their Second Acts
ThinkAdvisor talked to two ex-Olympic athletes, including women's basketball coach Dawn Staley, and their advisors about how they built lasting financial success.