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."
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.
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.
Championing Diversity Among Financial Planning Students
Promoting diversity at the undergraduate level is an important goal for William Paterson University's Luke Dean and Texas Tech's Vickie Hampton.
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
“Our hope is to build a set of research-based best practices through our own research,” Finke told IA.
Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 Profile
At a stage of their careers where many advisors slow down, Katz and Evensky are doubling down on their commitment to the next generation.