DFA: What Clients Value Most in Their Advisors
By Danielle AndrusWhile investors use emotion to measure the primary value received from their advisor, the most important attributes of that relationship are more practical, DFA found.
September 27, 2017
JPMorgan Ordered to Pay More Than $4B to Texas WidowThe bank was found to have mismanaged estate of Max Hopper, though courts often reduce outsize punitive damages awards.
September 26, 2017
Ex-NBA Star, Financial Advisor, Others Charged in NCAA Bribery ScandalCoach Chuck Person and Princeton Advisory Group CEO Munish Sood are among 10 people charged over alleged illicit payoffs to young athletes.
September 26, 2017
Here’s How Financially Naive Millennial Parents AreAccording to Personal Capital, 70% say they favor saving for their kids college education over saving for retirement, a strategy advisors usually oppose.
September 26, 2017
It’s FAFSA Time: Get Your Clients ReadyParents and students can file these forms, which are required for financial aid and PLUS loans, as soon as Oct. 1.
September 25, 2017
FINRA Fines Down 70% in First Half of 2017These are the five biggest FINRA fine categories for the first half, according to Eversheds Sutherland.
September 25, 2017
Envestnet | PMC Unveils Gender-Focused Impact Strategy: Portfolio ProductsIn addition, AlphaCore launched a new fund to make statistical arbitrage readily accessible to the public.
September 22, 2017
Clients Like Guaranteed Lifetime Income but Not Annuities: ReportWhen it comes to annuities, advisors have some explaining to do, IRI and Jackson found.