Endorphinomics: Working on Happiness
“At the awards ceremony, the firm's president recognized Toby with the ‘Top Producer’ award because he had (drum roll, please) ‘generated over $3 million of gross revenue in the previous year.’
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35
"It's really impossible to be a fiduciary without being a life planner," Kinder says.
Five to Honor: Investing Pioneers—The 2015 IA 35 for 35
While advisors are intellectually curious about all manners of topics, it’s investing that really gets them going.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
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.