3 Investments Retirees Should Avoid: Morningstar’s Benz
Morningstar's Christine Benz warns that some assets can add volatility, expenses and stress to retirement portfolios, with little upside.
FELA Combines Financial Literacy, Behavioral Finance for Better Outcomes
Most financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
What Elizabeth Warren Fails to Understand About Finance
Law professor Todd Zywicki says the primary victims of well-intentioned but paternalistic bureaucrats are the very people they are meant to protect, especially lower-income Americans.
Can a ‘Fiduciary-Only’ Advisor Take Commissions?
An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?
Going Back to Basics to Rebuild Our Business
A number of factors are putting the future of our business in peril. What are you going to do about it?
A Peek Behind the Robo-Advice Curtain
How’s this for marketing? You tell me what you own, I’ll find funds that performed better and call the difference your “lost earnings.”
Championing Diversity Among Financial Planning Students
Promoting diversity at the undergraduate level is an important goal for William Paterson University's Luke Dean and Texas Tech's Vickie Hampton.
10 Most Influential Advisors on Social Media: BrightScope
These advisors “are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace,” says BrightScope.
Nearly Half of Investors Can’t Find Their Advisors on Social Media
Most investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
CFA vs. CFP: Really?
As if fiduciary CFPs didn’t have enough obstacles to overcome, now they’re getting criticized by CFAs (well, one CFA at least).