CFPB Fines Citibank for Misleading Student-Loan Practices
The bureau ordered Citibank to end its illegal practices and pay $6.5 million in redress and fines.
10 Most Tax-Friendly States for Retirees: 2017
You can’t always judge a retirement place by its weather, although low taxes in some northern states may warm a retiree’s heart.
Joe Duran’s 6 Rules to Succeed in the Age of Vanguard
Duran gave the Schwab Impact audience concrete ideas to help advisors successfully deliver financial advice in a world of disruption.
12 Best Small Cities for Successful Aging: 2017
Milken ranked 381 metropolitan areas for elderly adults using metrics not for a relaxing retirement but for an active one.
If Wynonna Judd Needed Financial Therapy, Maybe Your Clients Do Too
Rick Kahler, CFP, tells ThinkAdvisor how advisors can offer financial therapy and how he helped save the country star from the brink of bankruptcy.
Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
Helping Millennials Embrace Investment Risk
Millennials are more timid than older generations when it comes to investing their money.
Passive Investing a ‘Great Way to Free Up Time’: Schwab’s Clark
Most indie advisors see the rise of passive investing as an opportunity, not a threat, according to a Schwab survey.
The Advisor-Client Relationship: Infinite Problems, Infinite Possibilities
Here are four common scenarios advisors encounter with clients and how to react.
Where the Ultra-Wealthy Invested in Q3: Tiger 21
Members of the exclusive investing club generally consider index funds and ETFs a better alternative to hedge funds.