Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Hacked: What to Do When Cybercriminals Hit Your Firm
Cybersecurity is a constant threat, and considering how attractive a target a financial firm is, especially if it serves high-net-worth clients, advisors should be prepared for the worst.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
What You Can and Can’t Do About the Coming Market Crash
Toqueville Asset Management’s Francois Sicart reviews three disaster theories and offers an investment strategy for our times.
Wealth Protection a Growing Priority for Investors: Lincoln Financial
After the last few years of unpredictable financial markets, 58% of respondents in a Lincoln Financial Group study are reporting a strong need for wealth protection.
FINRA’s Big-Brokerage Loyalty Revealed in New Bonus Plan: Lawyer
The proposal, which curtails mandatory disclosures, should "leave no doubt" where FINRA’s loyalties lie, lawyer Patrick Burns says; recruiter Jon Henschen argues disclosure is pointless.
Liability Can Turn Off-Campus Living Into a High-Rent District
A four-year college degree is a costly investment, but the potential costs could grow exponentially once your child moves to off-campus housing.
9 Reasons Why Economy Stinks, According to Alan Greenspan
The former Fed chief sees a bunch of reasons why the economy won't kick into high gear, and none of them has a simple fix.