Evensky’s 10 Tips for Retirement Success
During his speech at the Think Retirement Income conference, Evensky said that advisors too often focused on “the probabilities while ignoring the consequences.”
New Hire Roundup: Ohio Securities Commissioner Andrea Seidt to Lead NASAA
Stephanie Zaffos joined Convergent Wealth Advisors, Scivantage welcomed Jim Toussignant, and the SEC announced three staff promotions.
Finke’s ‘Bizarre’ Discovery: Stocks Safer in Long Term
Are stocks long-run winners, or should investors stick with less risky products? A 20-country study by Michael Finke and others says stocks are the best choice.
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.