Next-Gen Advisors Get Schooled in Social Media That Sells
Cost of social media is "almost nil compared to a traditional advertising effort for a new financial planner," says Texas Tech student Dustin Parks...
7 Things Clients Must Know to Stay Solvent in Retirement: Evensky
Worried about running out of money before you run out of life? Who isn’t? Leave it to Harold Evensky to give it to you straight.
Honoring Advisors Who Serve(d): July 4th, 2013
In our latest slideshow honoring advisors and their partners—and one famous non-advisor, PIMCO’s Bill Gross—who served in the armed forces, we present seven “new” veterans and a few from previous editions deserving of praise.
Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.
A Willing Suspension of Disbelief
Nothing is as bad as it seems. We’re not in a new normal, modern portfolio theory failed from the get-go and—despite oceans of ink dedicated to the premise—baby boomers, far from finding themselves in crisis, are the best retirement savers in history.
Financial Planning: Art or Science?
Good financial planning, like intelligent art, requires an understanding of science.
Bernie Clark: The 2013 IA 25 Extended Profile
Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.
Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke
We’re in a retirement crisis, but it’s a “bit overblown.”
The 2013 IA 25 Slideshow: Thought Leaders
Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.
When Disclosures Do More Harm Than Good to the Client
Disclosure is good, nondisclosure is bad—right? Perhaps it's not as simple as we like to believe, as Michael Finke of Texas Tech points out.