PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry Response
NAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.
UBS to Slash 10,000 Jobs
The actions are seen as a way for UBS to go "back to its roots" in the advisory business.
Balancing Retirement Risks
How much should a new retiree spend each year?
New Tool for Advisors to Slice and Dice Small-Business Market
A Securian Financial Group microsite helps advisors discern which entrepreneurs could use their help.
Renowned Planner Evensky Joins RMA Designation Board
Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
Zvi Bodie: I Bonds Are Best for Most Investors
Zvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
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.