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?
Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow
Research magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.
John Maynard Keynes: Top Money Manager? Columnist’s Opinion Brews Controversy
Wall Street Journal columnist Jason Zweig creates weekend stir over legendary economist’s investment record.
Tame Risk for a More Rewarding Retirement
A tidal wave of baby boomers is rolling into retirement and about 76 million people—roughly 10,000 a day—will turn 65 over the next two decades.