Why a Standardized Financial Planning Process Is Better for the Client
Bringing better consistency to the process may actually be the thing that allows us to create more trust and make that personalized financial planning experience for clients better than ever.
The Dow’s Upside: Why the Pessimists May Be Wrong
The Dow has been rising, but the pessimists point to troubling fundamentals. However, many of these economic trends could also be seen as beneficial for the stock market.
More Car Trouble
The Big Three automakers have had an impressive recovery, but optimism about the U.S. auto industry may be overdone. The problem lies with the structure of the global auto industry.
The Human Capital Dilemma
Only 22% of the advisor population is under the age of 40, and with the average age of advisors in their 50s, the business is suffering from a growing cultural gap between advisors and clients, as well as a significant age gap between advisors and others in the business.
Record Pension Gap Threatens 2013 Company Earnings: Mercer
Falling interest rates were the cause of pension plans’ losses despite overall annual asset growth of approximately 16% in the stock market.
6 Big Product Flops That Companies Survived
Iconic brands like Coca-Cola, McDonald’s and even Barbie have all made missteps. Anyone buy an Arch Deluxe, or, perhaps, Earring Magic Ken?
7 Businesses Saved From the Brink of Bankruptcy
Keeping a company on top for decades is tough; turning it around is even harder. And, are they good bets for your portfolio?
6 U.S. Cities That Fell Off the Fiscal Cliff—and Survived
AdvisorOne looks at six municipalities that filed for bankruptcy but climbed their way back to solvency.
When Clients Get Lump-Sum Pension Offers (Like GM and Ford), What to Advise?
It’s not just the automakers—an increasing number of your clients may need to choose between a lump-sum payout from their pensions and the traditional annuity option. How should you advise them?
Top 25 ‘Heroic’ U.S. Companies That Invest in U.S.
The Progressive Policy Institute released its list of companies that are “betting on America” by making significant domestic capital expenditures.