The 2015 Broker-Dealers of the Year Are Ready to Rumble
The Broker-Dealers of the Year, as chosen by their own reps, will take on the DOL and anyone else who threatens the IBD model.
Morningstar: 361 Capital's Florence on the Role of Liquid Alts
Tom Florence discusses the risk management role of liquid alternative mutual funds in your clients' portfolios.
Coaching and Consulting: What's the Difference?
Ray Sclafani's ClientWise is a coaching business, so what's the difference between coaching and consulting? Sclafani calls that his “favorite question.”
Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when investing on behalf of your clients, but it's even more difficult to do so consistently.
Chuck Schwab: Slaying Wall Street Dragons—The 2015 IA 35 for 35
Schwab’s values-driven management helped create a firm that made investing more accessible.
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.
Joe Deitch: Keeper of Commonwealth Culture—The 2015 IA 35 for 35
Chances are good that Joe Deitch is the only independent broker-dealer chairman that can claim a Tony Award for his work as a Broadway producer.
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.
How We Picked Them: The 2015 SMA Managers of the Year
Choosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
Best Finance Tweets of the Month: January 2015
From the Charlie Hebdo massacre to the Snowpocalypse that wasn't to the winter conference circuit.