An Advisor’s Last Challenge: Bowing Out Gracefully
Advisors like to say that clients depend on them for everything, yet that doesn't always extend to how clients are served after the advisor departs.
Over Half of House Democrats Call for Changes in DOL Fiduciary Plan
A comment letter signed by 96 House Democrats asks for a less prescriptive approach to fiduciary regulation.
Why the Pope’s Visit Matters
Regardless of their faiths, advisors believe Pope Francis' visit to the U.S., and his rallying cry to a dysfunctional Congress, is a good thing.
13 Colleges Whose Grads Earn the Least: 2015
Low pay doesn't always equate to low job meaning, PayScale finds.
Star Trek Econ 201: Utopia, the Final Frontier
Rather than focus on "getting more" for clients, planners can help clients reach a higher level of happiness.
Which Wirehouse Tops LPL’s List of Recruited Reps?
The independent broker-dealer is adding a sizable number of teams and advisors from one firm in particular.
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.
It's a Good Time to Visit Muniland, but Come Prepared
David Kotok, co-author of "Adventures in Muniland," and Matt Fabian of Municipal Market Analytics counsel muni bond investors on what to watch out for.
10 Most Expensive States for Retirement Health Care
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
Top 10 Worst-Funded State Pensions: 2015
Pew data shows which states’ public workers are in the worst shape for retirement.