Messy Markets Give Advisors a Chance to Shine on Self-Directed Accounts
There's a big business opportunity for advisors to provide advice to clients (and get referrals) on their self-directed brokerage retirement accounts.
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.
Choose Your Strategy for Wealth Preservation
Advisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
What Annuities Can (and Can’t) Do for Retirees
With proper handling and expectations, annuities are powerful retirement income tools, Michael Finke writes.
Space Travel, Robots and Your Clients’ Retirement
Seniors in space? Robots for retirees? There's much to be learned from predictions for "the future" that turned out to be wrong or premature.
FINRA CEO Richard Ketchum to Retire in 2016
Ketchum's announcement comes as a new fiduciary proposal and crowdfunding rules are in the spotlight.
IRA Rollover Boom Spells Opportunity for ETFs: Finke
ETFs provide modest advantages over mutual funds in IRAs, but they could provide significant advantages in taxable accounts when boomers take RMDs, Michael Finke writes.
The Retirement Risk That the Models Miss
Consider the implications of “sequence of consumption” risk
In Volatile Times, Fund Managers Seek Risk-Averse Income: Morningstar Panel
Fund managers disclose where they are taking risks and finding returns with rising rates on the horizon.
Top Portfolio Products: Direxion, SSGA & Van Eck Add ETFs
Morgan Stanley launches a green bond, while Franklin Templeton introduces a new target date fund.