Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
Video Games May Hold Key to Future of Financial Planning
The game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.
Video, Social Media Popular Educational Tools: Corporate Insight
As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.
Loring Ward Helps Parents Teach Kids About Money
Helping families teach children about finances is a way advisors can take “a more comprehensive, holistic approach to wealth, instead of only focusing on investments,” a Loring Ward executive says.
Guide to ETP Taxation
While ETFs are generally regarded as “tax-efficient” investments, the multiplicity of product structures in the ETP market has created a maze of confusing possible outcomes.