Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
Kotlikoff: Investors at Risk of Wipeout, SIPC a Fraud
Economist Laurence Kotlikoff says all Americans should close their brokerage accounts immediately because of what he calls a massive insurance scam by the SIPC.
Ethical Wills: A Good Way to Get Close to Clients
It may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
10 Most Influential Advisors on Social Media: BrightScope
These advisors “are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace,” says BrightScope.
Owner-Advisors: In Making Decisions, Be Like Ulysses S. Grant
Most owner-advisors can’t make decisions because they are afraid of making a mistake. You can’t grow a business with that perfectionist mentality.
With 10 Years’ Experience, FSI Flexes Its Advocacy Muscles
FSI marks its 10th anniversary with more individual members and with greater influence in Washington and the states, says its leader, Dale Brown.
Asian Downturn Masks Philippines Investment Opportunity
The IMF has just given its stamp of approval to the economy of the Philippines, projecting 6.75% GDP growth.
Military Retirement Planning: How Advisors Can Navigate
After 23 years in the Army, Merle Jones, president of Missouri-based Jones Investment Group, was drawn to the financial planning industry but knew he wanted to continue working with members of the military.
Retiree Entitlements ‘Undermine’ Everything Else: Robert Samuelson
Washington Post columnist Robert Samuelson took a scorched-earth approach on Monday to what he sees as out-of-control entitlement spending.
Honoring Advisors Who Serve(d): July 4, 2012, Slideshow
In our latest slideshow honoring advisors and their partners who served in the armed forces, we present 18 men and women deserving of praise.