Deena Katz: Process Over Product — The 2015 IA 35 for 35
"In the early days, we charged for transactions and gave away advice," recalls Katz. "Today, we do just the opposite."
Retirement Solutions for Small-Business Owners
Small-business owners have a lot of flexibility in helping their employees save for retirement, according to Chris Carosa of FiduciaryNews.
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35
The pioneer of pay-by-the-hour financial advice, who started her practice on April Fool’s Day in 1998, is glad she ignored the naysayers.
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35
When Harold Evensky started in the financial planning business he was doing “yellow pad planning,” literally using a yellow pad of paper and a pen to map out clients’ financial plans, he told Investment Advisor in April.
Retirement Is Changing to—Working?
Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so they’re adding a fourth leg: work.
Toward a Workable Fiduciary Standard for Brokers: The 7 Questions
To tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
‘Living Inheritance’ Could Hurt Retirement
A report by HSBC identified a “living inheritance” trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
Many Millionaires Say No to Advisors on Retirement Planning
Almost one-third of millionaires nearing retirement have never consulted an advisor because they feel they can do better on their own, a Deloitte survey found.
Health Care Tech Not Just for Doctors
As digital health care technology becomes more advanced, there's a growing delineation between clinical-focused technology and devices that focus on health and wellness.
Clients’ Top Retirement Worry Is Going Broke: AICPA
Americans worry most about running out of money in retirement, according to a survey released in April by the American Institute of CPAs.