When an IRA Rollover Is a Bad Idea
“Advisors better have good reason to roll over the 401(k) other than to generate fees and commissions for themselves,” advisor Scott Hanson said.
Obama’s MyRA Plan Still Irks Some Retirement Planners
Reactions to the proposal ranged from "a step in the right direction" to missing the point to "a bad idea."
New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC
This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.
Time for a Transition (VIII): How to Grab a Niche Market
Scott Hanson and Pat McClain, co-founders of Hanson McClain Advisors, an RIA in Sacramento, Calif., have built their business by targeting employees of telecommunications and utilities companies.
Cover Story: Reinvention Time
The formula for success offered to investment advisors by a wide range of consultants and experts is to find a small group of high-net-worth, or...
It's Just Business
When Scott Hanson talks about Hanson McClain's new venture to serve the middle class, he puts it into a business perspective, and explains why he...
About the Firm
Hanson McClain 3620 Fair Oaks Boulevard Suite 300 Sacramento, California 95864 Phone: 916.979.4077 Fax: 916.483.9661 E-mail: firstname.lastname@example.org Web site: www.moneymatters.com Scott Hanson, CFP, CFS, ChFC Senior partner, founding principal Pat McClain, ChFC Senior partner, founding principal Year...
The Power of Radio
In the modern world just about every business has a Web site and uses e-mail. Hanson McClain is no different, but the firm also utilizes...
Co-founder and Senior Advisor Hanson McClain Inc., Securities America Career Began: 1990 Home Base: Sacramento, Calif. Civic Affiliations: River Oak Center for Children, Child Abuse Prevention Council, Sacramento Regional...
Tackling the Challenges
What are the biggest challenges facing the profession in the years ahead? According to the 12 members of the IA Leaders' Council, they are finding...