2014 Advisor Hall of Fame
Now in its 24th year, our annual Hall of Fame is a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
Bringing Financial Knowledge to the Barrio
Louis Barajas is spreading financial planning knowledge to immigrants in his childhood home of East Los Angeles.
Senate Finance to Vote on New Social Security Advisory Board Members
Committee will hold Wednesday open executive session to vote on new members Aaron, Chen and Cohen.
Doctor Performs Autopsy on U.S. Retirement System
Failure to raise the retirement age will be cited on America’s death certificate if we don't act, Dr. L. Stephen Coles says.
How to Get to ‘WOW!’ Winning Clients for Life
When’s the last time a client bragged about some unexpected way you delighted them? Janus Labs’ John Evans Jr. talks about how to do it.
3 Advisor Succession Planning Lessons From ‘Tommy Boy’: When Family Is Involved
A classic (?) Hollywood film offers some serious guidance for real-life advisor succession and continuity plans.
Fighting for His Clients
Christopher L. Walker started out as a transactional wirehouse broker making a whopping 400 daily dials. Yet inside this conscientious cold-caller was a consultative, relationship-oriented advisor yearning to break free.
TRAU to Launch Plan Sponsor University
As the Department of Labor becomes more interested in how retirement plan sponsors run their plans, educating not just participants but the sponsors themselves becomes more important.
Second Thoughts: Making Better Decisions
When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.
Top 10 Mega-Wealthy Donors in 2012
The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.