Why Investors Often Underperform the Funds They Own
By Bernice NapachMorningstar's latest "Mind the Gap" report boosts the argument for why investors need advisors.
May 31, 2017
Secretary Acosta, Candor and the DOL RuleLabor Secretary Alexander Acostas Wall Street Journal op-ed last week on the DOL fiduciary rule is a public service.
May 29, 2017
4 Ways Young CFPs Can Balance Passion and PracticeMany millennials are adamant about succeeding in the workplace while also figuring out a way to spend time on things that fuel their passions.
May 29, 2017
DOL’s (Possible) Loss Could Be Your GainMany advisors are lamenting attempts to dismantle Labors new fiduciary rule. Bob Clark has a different take.
May 29, 2017
Don’t Let Your Business Control Your LifeMoney and business are inherently selfish and will overwhelm advisors who lack direction.
May 26, 2017
DOL Looking for Reason to Delay Full Fiduciary Compliance Date: LawyerThe department says it will issue a Request for Information; the findings could give it cover to delay past Jan. 1, lawyer Erin Sweeney says.
May 26, 2017
Honoring Advisors Who Serve(d): Memorial Day, 2017ThinkAdvisors yearly slideshow honors 14 military veterans this Memorial Day who also serve in the financial advisory industry.
May 26, 2017
DOL Fiduciary Deadline Is Coming. Here’s a Compliance ChecklistCompliance firms and attorneys are busy giving advisors, BDs and plan sponsors a to-do list as the June 9 compliance date nears.