Warning on VAs to Advisors: Be Afraid. Be Very Afraid.
Glenn Daily, insurance expert and variable annuity dissenter, says the complexity of these products’ guaranteed benefits is beyond most advisors’ ability to assess.
This Is Your Client’s Brain on Finance
Neuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isn’t always the most effective.
What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow
The October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns.
Beyond the Ivory Tower
For three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.
4 Misconceptions About Financial Advice From a Veteran Advisor
Paula Hogan has read the theoretical literature, and she’s contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.
Milevsky’s ‘The 7 Most Important Equations’: Book Review
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
Advisor Calls for Paradigm Shift in Financial Advice
Paula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.
Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow
The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.
Clarity of Vision for Retirement Advisors
In a static and slow-moving economy, it is pretty easy to see the few sectors that have attained velocity.
Milevsky’s ‘7 Most Important Equations’ on Retirement Offers 7 Crucial Ideas for Advisors
Moshe Milevsky, whose new book will be released in June, has become a rock star on the advisor lecture circuit. Why?