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.
Looking for a Job After College? Try Financial Planning
Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.
The Disclosure Paradox: How Much Information Is Too Much?
Too much information can be as harmful to retirement plan decisions as too little.
Your Client’s Brain: Coping as Your Clients Age
As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.