New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
Ex-CIA Official Sees ‘Supersonic Boom’ in Global Growth: RIIA Confab
Ex-intelligence official Herb Meyer predicted a “supersonic boom” in the world economy in coming decades, resulting from heightened consumer demand from a “global middle class” including potentially billions of people recently emerged from poverty.
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.
John Bogle, Fahlund, Noonan Among Headliners at Retirement Income Symposium
Still as direct as ever at 83, Bogle sat down for an exclusive interview about his upcoming keynote at the fifth annual Retirement Income Symposium in Boston on Oct. 4 and 5.
New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
Renowned Planner Evensky Joins RMA Designation Board
Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation
Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.
For years, atmospheric sciences professor Tim Garrett has been intensely curious — as many are — about what actually drives financial wealth.
If Demographics Is Destiny, Economy Is Already Declining: Data Guru Short
If a picture could tell a thousand words, Advisor Perspectives’ Doug Short, speaking at the RIIA’s spring conference, probably hit the trillion mark.