Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35
The pioneer of pay-by-the-hour financial advice, who started her practice on April Fool’s Day in 1998, is glad she ignored the naysayers.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
Watchdog Slams Sen. Johnson for DOL Fiduciary Comments
Committee for the Fiduciary Standard says senator’s charge that a DOL rule requiring fiduciary advice on retirement would hurt ordinary Americans is “just not true.”
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
20 Best & Worst Cities to Start a Career
WalletHub analysis determines which cities offer new grads the most opportunity, personally and professionally, and which cities they should avoid.
Knut Rostad, Fiduciary’s Long-Term Leader: The 2014 IA 25 Profile
If you want to know about the fiduciary standard, Knut Rostad’s your guy.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.