Regulating Cybersecurity; Understanding Social Security: June Investment Advisor Features—Slideshow
Protecting their personal information, much of which is stored online nowadays, from hackers is an important individual responsibility, but for financial advisors there is an added responsibility to protect their clients’ data from thieves.
Reality Bites: Busting the Myth of Financial Planning
The founders of "financial planning" made a mistake: they focused on the wrong thing.
The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
IA 25 2014: The Regulators and Advocates—Slideshow
Who’s more influential than the people crafting the laws advisors and brokers have to work by?
The 2014 IA 25 Special Report
This is the 12th year that we have published the IA 25, our annual list of the most influential people in and around the advisor industry.
Despite Their Financial Power, Women Save Less Than Men
Women tend to save less for retirement than men, despite the fact that women now enjoy more financial power than ever.
Stop IRA Rollovers ‘Immediately,’ Expert Warns After Tax Ruling
IRA guru Ed Slott is warning advisors to notify their clients of the recent tax court ruling that says IRA holders can do only one IRA-to-IRA rollover per year, which runs counter to the IRS interpretation of the tax code.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Top 5 Issues Reshaping Retirement Planning in 2014
These are the biggest forces shaping the new reality of retirement. Be prepared.
Some Friendly PR Advice for the CFP Board on Its New Test
There could be a perfectly valid scientific explanation for how a test can be shorter, yet just as rigorous, but the Board's explanation ain’t it.