What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
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.