Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
Raymond James Highlights Women’s Achievements, Tech Updates
The firm attracts a record number of attendees, including 29 prospective advisors, to its 20th annual event for female reps.
When History and Finance Go Wrong
The planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.
Best & Worst U.S. Companies for 401(k) Benefits
Bloomberg ranked the 250 biggest companies in the U.S. on who offers the most generous 401(k) matches.
Top 10 Biggest Lottery-Winning Losers
Taking the money and running to fulfill financial fantasies without good financial advice led these winners down the path of ruin.
New Hire Roundup: INTECH Names Leonardi Head of Consultant Relations
This week in new hires, Phillip Leonardi was named to head the consultant relations team at INTECH and Steve Schlafman went to RRE Ventures. Also, Kathleen Brenk and Sue Summers joined Trust Company of America.
Citing ‘Washington Math,’ Pioneer’s Taubes Sees Little Sequester Drag on GDP
Speaking with Greg Valliere, Taubes says $85 billion in sequester cuts would only slow down economic growth; Valliere sees no significant tax reform for years.
Consumers Get Upbeat
How important are consumers to the economy?
United Capital Adds Sanders as New Atlanta-Based Division
In joining the RIA headquartered in Newport Beach, Calif., Sanders’ Atlanta office will help promote United Capital’s Honest Conversations and the Money Mind Analyzer.
Enron Bankruptcy 10 Years Later: Before Bailouts Were Big
Though just a decade ago, the Enron era in some ways seems to belong to another era—a time when failing companies met with bankruptcy rather than bailouts.