A DFA Devotee Says Type of Advice More Valuable Than Type of Portfolio
While intelligent investment analysis and deep product knowledge are valuable, the advisor’s key added value is simpler and less tangible, advisor Eric Nelson says.
SIFMA and Main Street Take Center Stage: Chet Helck's Legacy?
The Raymond James executive and SIFMA chairman's initiative on restoring investor trust couldn't be more important for Wall Street as well as investors.
What if Financial Planning Was More Like Build-A-Bear?
For most people, financial planning is difficult and complex, which is why they seek out professionals for assistance.
NFL, Concussions and Brokers: The Dangers of Denial
Exploring the parallels between the brokerage world and the NFL's denials on the dangers of concussions.
Top 20 Most Valuable Brands in the World: 2013
Interbrand, a brand consultancy firm, released its list of the top 100 global brands.
Preparing Your Clients for the Digital Afterlife
Estate planners have started to see more clients’ digital assets outlive them, and they’re now tasked with helping families manage that digital legacy.
Women and Tech
Neesha Hathi, senior vice president of advisor technology solutions at Schwab Institutional, has a good view of how women use technology.
Reform Is Not Enough to Restore Trust in Wall St., Experts Say
Fiduciary advocate Knut Rostad, conservative think tank AEI and Wall Street lobbying group SIFMA discuss how to regain investor trust.
5 Years On, Americans See Wall St. as ‘Foreign ... a Culture Apart’
A new study offers a complex picture of public opinion on the industry that neither fits conventional wisdom nor can fit on a bumper sticker.
Top Advisor Blasts RIAs, Brokers in New Book
“If you’re reading this and you get pissed, you’re probably guilty” of being a bad advisor, Steve Lockshin says.