Video Games May Hold Key to Future of Financial Planning
By John SullivanThe game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.
May 27, 2013
The 2013 IA 25 Slideshow: CEOsAs the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.
May 24, 2013
Ignore the Talking Baby and the Green Line, eMoney Advisor Warns InvestorsA YouTube video by eMoney Advisor takes aim at the argument that investors should make their own financial plans by following green lines and listening to talking babies.
May 24, 2013
Honoring Advisors Who Serve(d): Memorial Day, 2013In a slideshow honoring advisors and their partnersand one famous non-advisor, PIMCOs Grosswho served in the armed forces, we present 18 veterans deserving of praise.
May 23, 2013
How to Talk Risk Without Scaring Your ClientsWere persuaders, its what we do," Scott West of Invesco PowerShares said, "and persuasion is nothing more than the transfer of confidence. He gave three steps to prevent clients from fleeing.
May 23, 2013
Hybrid RIA, LPL Affiliate Adds Two PracticesU.S. Wealth Management hopes to reach $1 billion in client assets over the next 12 months, up from $600 million today.
May 22, 2013
Is Your Broker-Dealer a Screaming Eagle or a Box Wine?Whether youre a high-end wine or a high-end broker-dealer with a cult following, its all about the experience.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?