How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
Beware High-Speed Trading’s Hidden Cost: Seawright
Like insider trading, high-frequency trading uses an unfair information advantage against ordinary investors, says broker-dealer CIO Bob Seawright, and the damage is hard to see.
Evensky, Friedman, Mellan at Think Retirement Income Conference
A retirement planning conference kicks off Thursday with, we humbly submit, a difference: a program guided by top advisors who share their retirement planning secrets and challenges.
Why Social Security Expertise Is Critical to Clients — and Advisors
According the Social Security Administration, 74% of recipients are receiving a reduced benefit amount.
The Budgeting Can Kicks Washington Back
A slew of Nobel-winning economists join hundreds of other VIPs demanding honest budgeting in Washington.
Small Alternatives Firm CEO Casts Large Shadow
Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.
When people calculate their risk of hurricane damage and make decisions about hurricane insurance, they consistently misread their prior experience and make poor choices, according to a recent study.
Portfolios, Planning and the Pursuit of Perfection
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—Slideshow
The December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.
Milevsky’s ‘The 7 Most Important Equations’: Book Review
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.