Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Financial Abuse Starts With Friends and Family, Not Strangers
Americans think they have a clear idea of where financial abuse against seniors starts, but they are wrong, a survey from Allianz Life found.
5 Critical Marketing Questions Financial Advisors Must Ask Themselves
Many advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they aren’t asking the right questions.
5 ‘Whys’ for Commercial Real Estate Investing
Commercial real estate is a unique asset class that warrants consideration by investors given its many benefits.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
American Funds Fights Active Management ‘Misperceptions’
Decades old, the debate over passive investment strategies vs. active isn’t about to die down anytime soon.
Fidelity Names Abigail Johnson CEO to Succeed Father, Ned Johnson
Ned Johnson tells shareholders he will stay with Fidelity as chairman.
15 of the Weirdest & Craziest Cases in Health Insurance Fraud
Take a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.
Surviving Breast Cancer: 3 Ways to Reorganize Your Finances
The burden of the extra costs that cancer survivors face after treatment can be mitigated by a financial advisor.