Rivals Question Betterment’s New 401(k) Platform
Betterment's robo-advisory platform is raising questions in the 401(k) plan industry ranging from the use of ETFs to compliance with DOL’s QDIA disclosure requirements.
Getting Clients to Share Their Secrets
Clients are notorious for withholding information — and assets — from their financial advisors. FinaMetrica gets them to let their guard down.
20/20 Vision: Why You Can’t Rely Only on a Visionary
How Gino Wickman’s new book, "Traction," helped me better understand the challenges facing the advisory industry.
Future of DC Plans Hitched to Economy, Education: Outlook 2013
By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
Advisors & Gen X, Pt. 2: Using Your Boomer Clients to Reach Them
Advisors who are having the most success with wealth transfers are capitalizing on the direct channel they have to their Boomer clients’ children and grandchildren. Here’s how you can emulate that success.
Smaller Pieces Make a Bigger Pie
Across all stages of development, better-performing advisory firms distribute equity more broadly among their team members.
Reverse Mortgages and Retirement Planning: Bridging the Income Gap
Reverse mortgages, while often overlooked as a planning tool, are increasingly taking on an important role in effective retirement planning.
Recovery continues for financial advisory firms.