Top 10 Smartest States for Financial Literacy
WalletHub ranked these smart states based on two categories: knowledge and education; and planning and daily habits.
Liz Ann Sonders, Schwab’s Investor Interpreter: The 2014 IA 25 Profile
Sonders keeps it simple for investors, and that has made her one of the most widely listened-to people in the industry.
If You Go Indie, Will Clients Follow? The Great Leap of Faith
Going independent requires not just careful cost-benefit analysis but also a focus on your clients’ confidence—and your own.
Thomas Giachetti, Stark & Stark’s Legal Celebrity: The 2014 IA 25 Profile
Tim Welsh of Nexus Strategy likes to call Giachetti the only “celebrity securities attorney,” but Giachetti says he “never wanted to be a lawyer.”
Nothing Sells Like Team Spirit at MetLife
MetLife Solutions Group says team selling has provided its advisors three benefits: Clients get holistic planning, and advisors increase business and stem losses.
FINRA’s ‘Total Warfare’ Against Brokers in Arbitration
Breakaway brokers and pros across the financial industry cite biased panelists, missing hearing records and a 93% win rate for brokerages.
Chinese Communists More Market-Friendly Than U.S.: George Gilder
I sat down with the free-market conservative Gilder to discuss why his views appear to be “out of favor,” to put it in investment-speak.
Why ETFs Are the Future of 401(k)s: Saddle River
Richard Wolfe, co-founder of planning firm Saddle River, on the benefits of ETFs over mutual funds in retirement plans.
Senators Vow More Work on Housing After Voting to Wind Down Fannie, Freddie
Members of the Senate Banking Committee said they’d keep working to overhaul the housing finance system after casting a narrow vote to advance the bill.
15 Cheapest Colleges With Best Job Value
Keeping tuition costs low makes a degree a better investment. Here are 15 affordable colleges whose graduates earn high salaries.