American Century Adds LPL Exec; Lucia Grabs First Allied COO
Adam Sokolic has joined the mutual fund firm, while Tiy O'Neal is now with Lucia Securities.
Keeping Up With the Robo-Race
Efforts to help advisors beat back potential competition from robo-advisors continues this year with two recent offerings—one born of a collaboration between Vanare and NestEgg Wealth, and another from social media company Hearsay Social.
Obama Endorses DOL Fiduciary Redraft, Girds for Fight
“If you want to give financial advice, you have to put your clients’ interest first,” Obama said Monday, blasting “backdoor payments” and high fees.
Hearsay Social Wants to Help Advisors Predict Client Behavior
The Predictive Social Suite will monitor social media and other channels for "signals" of events in clients' lives that often lead to buying decisions.
Chamber of Commerce Raises Concerns With DOL Fiduciary Redraft
Top execs at U.S. Chamber of Commerce lay out their concerns about new rules affecting prohibited transaction exemptions, rollovers and IRAs.
Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
5 Fixed Annuity Questions You Need to Stop Asking
Stop asking these questions and you're already halfway to becoming an annuity expert.
The $500 Divorce: Kotlikoff’s New Service Offers Financial Balancing Act
Gadfly economist and Social Security expert Laurence Kotlikoff says service will enable divorcing couples to maximize their financial outcomes and limit financial feuding.
Guaranteed Income Sources Gaining Ground for Retirement Planning
Market volatility and lingering fears from the 2008 financial crisis seem to be pushing many retirement-minded workers towards historically high investments in guaranteed income products
Money Anxiety Index at 6-Year Low: The Implications for Advisors
Advisors who want a better grasp on financial confidence should be looking at what people actually do with their money, not just what they say.