Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins It
The professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
Edward Jones ‘Not Altering Direction of Ship’ With Proprietary Fund, Says Exec
Still, the broker-dealer's move into the world of proprietary products is causing some experts to scratch their heads.