Game Over for the American Dream? 3 Economists’ Bleak Answer
Laurence Kotlikoff, an economist and candidate for president on the Americans Elect third-party platform, and two other economists say the government’s excessive spending habit amounts to “fiscal child abuse.”
Simplifying Your Practice; Seeking Hidden Value: April Research—Slideshow
The cover story of Research magazine's April issue looks into a growing trend in advisor training programs toward "Pursuing Simplicity." A feature article on "The Measured Approach to Value" describes how value investors today are applying their philosophy to a turbulent market. Among the April issue's other offerings: Bill Good's...
The Third Choice
Americans Elect is an organization that aims to provide an alternative to the Democratic and Republican candidates in this year’s presidential elections.
Wharton Professor Gives Advisory Model Radical Makeover
Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.
How Much Can Your Clients Afford to Lose?
John Paulson is a hedge fund hero, and deservedly so. In 2007, he anticipated the collapse of subprime mortgage securities.
Economist Kotlikoff Declares Third-Party Candidacy for President
Presidential candidates often struggle to explain their economic policies in the detail sought by media questioners. But that won’t be a problem for economist Laurence Kotlikoff, running as a candidate of an Internet-based third-party platform that promises to place its top vote getter on the ballot in each of the...
Stark Advice on Risk Avoidance From Leading Academic
Zvi Bodie has long been a lone wolf in the financial services industry. The Boston University finance professor and veteran risk avoidance advocate, has himself risked being pelted with eggs, or worse.
How to Market VAs? Zvi Bodie Finds One Good Way: News Analysis
Securian Financial steps up to the plate with a video explaining variable annuities that aims to appeal to consumers while avoiding legal compliance snags. A top finance professor and leading financial services marketer evaluate how well they performed this difficult challenge.
FPA Names Heart of Financial Planning Award Winners for Good Works
The Financial Planning Association this month announced its 2011 Heart of Financial Planning Award winners, honoring people who give back to the community through their financial planning work.
50 Top Women in Wealth, Wealth Partners & Academics: Krawcheck, Mitchell—Slideshow
While all 50 honorees of the 50 Top Women in Wealth for 2011 deserve recognition for their accomplishments and leadership, as we have done each year since the 50 Top Women’s inception, we are taking some extra time to look at certain members of the list, this year grouped by...