This Is What the Fiduciary Debate Is Really About
Financial advisors are taking the lives of their clients in their hands. If advisors don’t understand this, they can do a lot of damage.
Investor Behavior by the Book
As you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
Why AUM Fees Still Make (Im)Perfect Sense
A flat-fee model provides some benefits, but for retail clients and independent advisors, charging fees on assets under management is still the go-to model.
He’s silver-haired and distinguished. She’s cute and toned.
Get a Life
“People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.
At FPA Denver, Defining Advisor Value and Rebuilding Trust
An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.
Elizabeth calls herself an "Episcopal Southern gal from Memphis, Tennessee," who grew up very middle class. Bored in college, she followed a spiritual bent by...
As advisors in multi-family office practices or family-focused wealth management firms, we have a unique opportunity to play a critical role in our clients' lives....
Dutch Life Planning
When Paul Versteeg became CEO of Allianz's Dutch insurance operations in 2004, he realized he had a problem. Having spent most of his career in...
What Will It Mean to Be an Independent Financial Advisor?
With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...