Live with your kids and work till you die
By Bill CoffinIt's time we asked two questions: Is it really bad to work late in life or to live with your adult children?
January 06, 2014
What High Client Acquisition Costs Mean to Serving the MassesHow the high cost affects planners economics, how big RIAs and robo-advisors are responding, and the possible impact of a fiduciary standard for all.
January 06, 2014
To boost diversity, let's kill hiring biasesWhy internal candidates win. And why they shouldn't.
January 06, 2014
To boost diversity, let's kill hiring biasesWhy internal candidates win. And why they shouldn't.
January 06, 2014
How I’m Using Acrobat Pro to Become More EfficientConsidering going paperless? Heres a step Im taking in that direction: using Adobe Acrobat Pro for client questionnaires.
January 05, 2014
3 Logical Insights Into the Notion of ‘Guaranteed’ AnnuitiesAs long as a broker can indirectly use the word guaranteed with potential investors, products will get sold. But what does it really mean?
January 04, 2014
Why Financial Planning Can’t Be Offered to the MassesIn part one of a series, we explore the root cause for why advisors cant extend services to more Americans. It's not what you think.
January 03, 2014
Easy Formula for Forecasting Equities in 2014The formula first made famous by Rob Arnott and Peter Bernstein suggests that total return equals dividend yield plus some estimate of expected price changes.
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