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.
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.
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.
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.
Fourteen years ago this month I joined the staff of Investment Advisor.
You Can Leave Your Hat(s) On: Two Fiduciary Standards?
Creating two fiduciary standards would do nothing to reduce the current state of investor confusion; the real losers would be retail investors.
Is Investor Confusion Really Harmless?
An SEC panel raises the issue of harm caused by investor confusion over the difference between a fiduciary and a suitability standard.
The Latest, Most Outrageous Attempt to Neuter Dodd-Frank
When you look at its provisions and assumptions, you've got to wonder how SIFMA got Rep. Wagner to get HR 2374 passed by the House.