Daniel Kahneman: Father of Behavioral Finance—The 2015 IA 35 for 35
Behavioral finance has become widely accepted in financial planning circles as the industry recognizes that sometimes perfectly intelligent clients do very stupid things.
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.
Top 20 Richest Colleges of 2014: The Biggest Endowments
Healthy investment returns allow schools to fund a larger portion of their budgets from endowments.
Rental Rates Rising Among Retiring Boomers
A fully paid off home—once a quintessential part of the American dream, it’s becoming far less popular among a new generation of retirees.
Under the Hood: Stock Market Valuation, Pt. 2—Shiller and Tobin
Concluding our discussion of stock market valuation tools, we look at Robert Shiller’s CAPE and James Tobin’s Q Ratio.
Protecting Grandma From Elder Abuse
Imagine a broker driving an 83-year-old widow with Alzheimer's to local banks so that she can withdraw over $1 million from CDs.
15 Biggest Donations of 2014
To date, these are the donors who have given $100 million or more to favored causes, according to the Chronicle of Philanthropy.
10 Best States for High-Paying, High-Tech Jobs
A Milken Institute index ranks states’ ability to convert their science and technology resources into high-paying jobs.
Fall of the Bond King: Gross Lost an Empire as PIMCO Cracked
Interviews with 25 current and former PIMCO employees paint a complex picture of the events that led to Gross’s departure.
Senate Committee Warming Up to Multiple Employer Retirement Plans for Small and Midsized Employers
In a move that many industry watchers said is long overdue, Congress is turning its attention to a number of issues related to retirement preparedness