Crunch Time Part II: CFP Board’s ‘D-Day’
By Bob ClarkIf the CFP Board doesnt get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
June 12, 2017
Echelon Rolls Out RIA Valuation BusinessAs the DOL fiduciary rule begins, more firms will be making adjustments to products, which is likely to affect their valuations, according to Dan Seivert.
June 11, 2017
How 401(k) Plans Have Changed Over the Past DecadeVanguard's "How America Saves 2017" can guide advisors about how to manage DC plans now and in the future.
June 08, 2017
RIAs, Don’t Assume You’re Already in Compliance With DOL Fiduciary RuleYes, the DOL rule applies to you, too, Rick Edelman tells advisors.
June 07, 2017
Everyone’s a Critic: What to Do When Employees Blame YouI recently had an advisor call about a problem employee. It seems his executive assistant frequently doesnt do what he asks her to, often deliberately.
June 06, 2017
The Future of Digital Financial Advice: Who Will Succeed?Two industry meetings in New York this week focused on the growth and evolution of robo-advisors.
June 06, 2017
TIAA Launches Robo-Advisor With Socially Responsible OptionsUnlike most other robo-advisors, TIAA Personal Portfolio offers passive, active and socially responsible investment choices.
June 05, 2017
Alan Alda: How Advisors Can Communicate BetterThe actor who played Capt. Hawkeye Pierce on M*A*S*H shared with ThinkAdvisor some indispensable advice for financial advisors.