Marines, Lacking Financial Planning, Get Hand From Ex-Army Officer
Advisor David Block offers pro bono help in retirement planning, avoiding heavy debt and steering clear of scams that target service members.
How Chinese Students Are Helping to Save America's Colleges
The rising number of Chinese students at American colleges is driven in part by big cutbacks in government aid for state universities.
Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to Industry
“Some folks in the industry want a Best Interest Rule as long as it’s not enforceable,” the Labor secretary said.
How to Reach Out Digitally to Your Clients’ Children
Even advisors who believe their personal and professional relationships with clients couldn’t be stronger are likely leaving relationships untapped and assets on the table.
More Scholarships, Fewer Loans Financing College: Survey
In addition, more students are working during the academic year or on breaks to help pay for college, Sallie Mae reported.
Bank Customers Favor Robo-Advice: Accenture
Nontraditional banks continue to gain momentum, especially among millennials.
Celebrate July 4 — and Speak Out for Fiduciaries
Enjoy the barbecue, and also vow to speak out and help ensure industry lobbyists don’t become the public face of fiduciary advisors.
Professionals and Conflicts of Interest: Not Hard to Gauge
Here’s why professionals (and their clients) need standards of ethical conduct that address the proper handling of conflicts of interest.
5 Challenges Facing the Next Wave of Retirees
With 92% of financial advisors’ clients 40 or older, there is plenty of demand for retirement planning, IMCA says.
TrimTabs Loses Management of ETF, Then Files to Launch Its Clone
What TrimTabs did when AdvisorShares chose another firm to manage the ETF it had designed.