Why Bob Veres Is Wrong on Flat Fees
By Bob ClarkSorry, Bob, but from a client's perspective, flat fees fall flat.
June 29, 2015
The Price of IndependenceWhat do you mean by independent? Using vague language makes it difficult for consumers to tell the difference between a zebra and a horse.
June 29, 2015
RIAs overwhelmingly bullish on the futureFee-based advisors are expecting more growth in their industry--and they expect it will be faster than other financial markets.
June 29, 2015
RIAs overwhelmingly bullish on the futureFee-based advisors are expecting more growth in their industry--and they expect it will be faster than other financial markets.
June 29, 2015
Does Gay Marriage Ruling End a Financial Planning Niche?The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
June 29, 2015
Advisors ‘Can Become Outdated Instantly,’ Schwab’s Clark WarnsSchwab study finds most advisors believe they'll continue to grow faster than the market, but Bernie Clark cautions not to become the new traditional firm.
June 25, 2015
SEC Suspends Advisory Firm's Ex-President for Failing to Heed CCO Pleas for HelpSEC says the firm, Pekin Singer, breached ethics rules by failing to place clients in a lower-cost share class of the Appleseed Fund it managed.
June 24, 2015
Cybersecurity Tops Advisors’ Compliance Worries: PollOther big worries cited in the survey were FATCA compliance, advertising and fraud prevention.