Kitces: Advisors’ Fear of Social Media ‘Ridiculously Overblown’
“A lot of what we [advisors] talk about on social media is far from what the SEC is scrutinizing," Michael Kitces said at Schwab Impact.
Recognizing Veterans at Schwab Impact
Acknowledgement of those who served, donations to the Foundation for Financial Planning, and a call for help from the industry for returning veterans.
Bernie Clark Warns: Next Gen Is Now This Gen. Better Keep Up
Head of Schwab Advisor Services also rails against harmonization of RIA and BD regs.
At Kickoff of Schwab Impact, Optimism Over the Government. Really.
Potomac Research Group’s Greg Valliere expects no repeat of the government shutdown fiasco, and lists three reasons why he’s optimistic about the government.
Why In-Person Advisor Conferences Still Matter: Case in Point, Schwab Impact
There are more ways than ever for advisors to learn from each other, and to support each other, but nothing beats an in-person gathering of the like-minded.
Norquist Slams Simpson in Escalating War of Words Over Taxes
A bit of controversy has arisen from last week's Schwab Impact 2012 conference, based on former Senator Alan Simpson's comments on conservative "no-tax pledge" guru Grover Norquist.
Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling Clients
The 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
Why Not Just Fall Off the Fiscal Cliff?
Contrarians and some politicos on both the left and the right have started to ask the forbidden question: Why not just fall off the fiscal cliff?
Guaranteed Income Without an Annuity: A Product Whose Time Has Come?
Talk about filling a need. Aria Retirement Solutions has a guaranteed income source without the variable annuity chassis—and advisors are catching on.
Capital Innovations’ ‘Wonderfully Boring’ Strategy
Michael Underhill, who spoke at Schwab Impact in Chicago, tells the stark truth to clients looking for 10% returns, ‘it’s not the 1990s anymore.’