Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Evensky: Fee-Only Advisors Face Annuity Dilemma
Fee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities — even if it means they won't get paid on those assets.
What Wealthfront’s Attack on Betterment Is Really About
The real competition for Wealthfront is with “the other 99.9% of industry assets that aren’t managed by ANY robo-advisor," says Michael Kitces.
What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
How a Checklist Can Save Your Portfolio
In a complex investment world, make things simpler.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
Five to Watch: The New School—The 2015 IA 35 for 35
By design, the 2015 edition of the IA 25—this year, the IA 35 for 35—is meant to take the long view, specifically looking at the people who have influenced the industry in its first 35 years.
Will Vanguard’s New Hybrid Platform Crush Robos?
Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.
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.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.