Clients Want Ethical Advisors. Are You One?
Steven Blum, author of "Negotiating Your Investments," says advisors’ duty to clients goes beyond a fiduciary standard.
Americans Would Rather Talk About Sex or Death Than Retirement
A study from Northwestern Mutual found that more than two in five Americans have not spoken to anyone about their retirement.
Can CFPs Really Be Fiduciaries?
To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.
4 Secrets to a Value Proposition That Lands Clients
Most investors say advisors all sound alike, Pershing found. Here's how to make your value proposition — your first impression — a memorable one.
FELA Combines Financial Literacy, Behavioral Finance for Better Outcomes
Most financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
The 2014 BDOTY; Collaborative Divorce; A Solution for the Human Capital Crisis: IA September Features—Slideshow
In the September issue of Investment Advisor, we present the 24th annual Broker-Dealers of the Year.
Responsibilities of a Financial Neutral
The financial neutral on a collaborative divorce team works very closely with the divorcing couple and the team members to bring clarity and understanding to the family's finances with the goal of helping the couple achieve a mutually agreeable settlement that works for the family […]
The 13 Anchors of Collaborative Divorce
Before undertaking collaborative divorce, spouses must agree to these “13 anchors” of the process.
A Solution for Gray Divorces
The escalating divorce rate for people who are 50 and older is taking a toll on today's and tomorrow's retirees.
Investor Behavior By the Book
As you might imagine, people send me more books to review than I can possibly read.