Senate Confirms Jay Clayton as SEC Chairman
By Melanie WaddellGroups press Clayton to prioritize uniform fiduciary rule for brokers and advisors.
May 01, 2017
The 2017 IA 25 Readers’ ChoiceThis year, we asked readers to weigh in on the most influential people in the advisory industry.
May 01, 2017
Frontrunners: The 2017 IA 25Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors behalf.
May 01, 2017
The Face in the Mirror: Admitting (and Overcoming) Advisor FearsIn my experience, most business owners need help dealing with failure, which most folks don't want to deal with, let alone read about.
May 01, 2017
Thinking Gen X: An Overdue Look at an Overlooked GenerationThis generation is underappreciated for how its members behave: hardworking, tech-savvy, intelligent and independent.
May 01, 2017
Advisory Firms Are at a Growth CrossroadsFor years, I have referred to the lifecycle of an advisory firm as Wonder, Blunder, Thunder and Plunder, Mark Tibergien writes.
May 01, 2017
Lucky 13? For These SMA Managers, Luck Had Nothing to Do With Their SuccessAdvisors want managers who stick to their investment process and perform as advertised, regardless of the market cycle.
May 01, 2017
Dick Wagner: The Conscience of a ProfessionFinancial planners share the impact the late Wagner had on their careers and the industry.