4 Important ETF Trends for 2019
By Emily ZulzThe new year could bring a more level playing field to the ETF industry thanks to the SEC's likely ETF Rule and active non-transparent ETFs.
December 12, 2018
Successful RIA Deals Take More Than a CheckbookThere are three factors involved with successful acquisitions, according to industry leaders who spoke at the MarketCounsel Summit.
December 11, 2018
What You Have to Know About CalSavers (No Matter Where You Live)The state-run retirement plan wave could help you, hurt you or miss you, but it's coming.
December 11, 2018
Anti-Annuity Stance Softening Among Advisors and InvestorsHarold Evensky famously came around, but advisors still acknowledge that annuities can present major issues.
December 10, 2018
SEC Chair Clayton Lays Out 2019 Regulatory PrioritiesA "key priority" for the securities regulator is finalizing advice standards package, Clayton says.
December 06, 2018
Finke: Why Annuities (and Free Steak Dinners) Deserve a Second ChanceWhat the financial planning guru thinks about columnist Ron Lieber's negative experience with an insurance salesman.
December 04, 2018
Are Retirement Income Fears Overblown?"I'm extremely concerned," Harold Evensky says. CRR examined four studies to determine how much money retirees actually have.
November 30, 2018
What Oil at $50 a Barrel Means for the World EconomyLower oil prices may be good for consumers, but it also has other not-so-good consequences on the global economy.