Boomers Drive IRA Rollover Surge, Advisors Lead Pack as Recipients: Cerulli
Aging Baby Boomers who consolidate their accounts will push asset growth to $12 trillion by 2020 and advisors, so far, are getting most of it.
When an IRA Rollover Is a Bad Idea
“Advisors better have good reason to roll over the 401(k) other than to generate fees and commissions for themselves,” advisor Scott Hanson said.
Obama’s MyRA Plan Still Irks Some Retirement Planners
Reactions to the proposal ranged from "a step in the right direction" to missing the point to "a bad idea."
Ask the Advisor: How to Build Trust With Clients
Scott Hanson, a CFP with Hanson McClain Advisors in Sacramento, shares his thoughts on how advisors can build solid client relationships.
Hall of Fame Winners to Date
The full listing of Research Hall of Fame winners.
2011 Advisor Hall of Fame
Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC
This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.
Time for a Transition (VIII): How to Grab a Niche Market
Scott Hanson and Pat McClain, co-founders of Hanson McClain Advisors, an RIA in Sacramento, Calif., have built their business by targeting employees of telecommunications and utilities companies.
Cover Story: Reinvention Time
The formula for success offered to investment advisors by a wide range of consultants and experts is to find a small group of high-net-worth, or...
It's Just Business
When Scott Hanson talks about Hanson McClain's new venture to serve the middle class, he puts it into a business perspective, and explains why he...