Five to Watch: The New School—The 2015 IA 35 for 35
By design, the 2015 edition of the IA 25—this year, the IA 35 for 35—is meant to take the long view, specifically looking at the people who have influenced the industry in its first 35 years.
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
Financial Decision Making Comes From Deep Inside the Brain
Why are some people better investors than others? Why are some investors bigger risk takers than others?
Fewer Advisors Means More Automation: Celent
The impending retirements of aging advisors, combined with the increased appetite for advice among millennials, will make automated advice services a necessity, Celent predicts.
3 Reasons to Avoid an IRA Rollover
Advisors need to brush up on the technical aspects of 401(k) rollovers, which are not always in clients' best interests.
Save the Pensions: No Sudden Moves, Please
Private employers can tell workers that the pension fund is closed and you won't accrue further benefits. Should governments be able to do this, too?
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.
10 Worst States for Military Retirees: 2015
The average enlisted servicemember retires from military duty at 43, and many have trouble re-entering the work force.
10 Best States for Military Retirees: 2015
WalletHub ranks the best states for former servicemembers based on their economies, quality of life and health care.
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35
"It's really impossible to be a fiduciary without being a life planner," Kinder says.