Beyond Termination Fees: How Advisors Charge Clients to Fire Them
While advisors occasionally charge termination fees, FireMyAdvisor co-founder Dave Dickinson says that’s not the only method advisors use to hold on to unhappy clients.
Fiduciary Fate of Millions of Retirement Accounts Soon to Be Decided
ING court case heading for trial and impending DOL rule define duties of asset managers and advisors.
PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry Response
NAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.
Portfolios, Planning and the Pursuit of Perfection
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
Double Think: Winning the Battle Over Your Clients’ Two Brains
It’s impossible to read minds, but an understanding of how people’s brains work can help you better serve clients.
Jason Zweig Calls for Robots as Regulators
Jason Zweig is causing controversy—again—suggesting the ongoing SRO debate would be solved with robots (seriously).
Dividend ‘Bubble,’ Dow Cloud Earnings Season Outlook
Might we be in a dividend bubble? If the number of news accounts on the benefits of dividend-paying stocks, and the mountains of company cash, is any indication, one would most certainly say yes.
John Maynard Keynes: Top Money Manager? Columnist’s Opinion Brews Controversy
Wall Street Journal columnist Jason Zweig creates weekend stir over legendary economist’s investment record.
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’
Professor Shlomo Benartzi's new book laments inability to ‘land’ retirement plans with income streams.
Jason Zweig: There Is No ‘New Normal’ Economy
The always interesting and sometimes contrarian Jason Zweig writes on Total Return, The Wall Street Journal's personal-finance blog, that the so-called new normal ain’t all that new.