Evensky: Fee-Only Advisors Face Annuity Dilemma
Fee-only pioneer Harold Evensky says fiduciary advisors will be obliged to recommend annuities — even if it means they won't get paid on those assets.
Grantham, Kelly & Krawcheck to Speak at Morningstar Confab
The popular investment conference takes place Wednesday through Friday in Chicago and should draw at least 1,000 advisors.
Deena Katz: Process Over Product — The 2015 IA 35 for 35
"In the early days, we charged for transactions and gave away advice," recalls Katz. "Today, we do just the opposite."
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35
When Harold Evensky started in the financial planning business he was doing “yellow pad planning,” literally using a yellow pad of paper and a pen to map out clients’ financial plans, he told Investment Advisor in April.
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.
Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
Finke: Lack of Fiduciary Protection for Elderly Is ‘Insane’
“In the United States, we have a buyer-beware marketplace for products that are very often sold to older consumers,” says Finke. "This is insane."
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.”
4 Tips for Earning Credibility as a Young Professional
My career in financial planning began almost a decade ago.
TD Ameritrade Endows Director of Financial Planning for Texas A&M
Nathan Harness, currently an assistant professor of finance at TAMU, will step up to the position of TD Ameritrade Director of Financial Planning.