Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: Morningstar
By Janet LevauxThe largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.
April 25, 2017
The Human Side of Financial Planning: George Kinder Talks About Dick WagnerI dont think that life planning as we or I know it would exist if it werent for Dick, according to George.
April 17, 2017
Aspiration Drops Minimum Investment in ESG Fund to $100: Portfolio ProductsIn other product news, Brinker Capital launches "Destinations Funds," which allow the firm to lower costs and account minimums.
April 11, 2017
Will Edward Jones’ New Ads Lure Experienced Advisors?The firm wants to recruit more veteran advisors, but one recruiter says the idea that the print ad campaign will succeed is "laughable."
April 10, 2017
Charles Duhigg: 6 Keys to Being a More Productive AdvisorThe Pulitzer Prize-winning author talks to ThinkAdvisor about how advisors can harness the science of productivity.
April 06, 2017
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2017Overall satisfaction has risen across full-service broker-dealers, the survey finds, but robo-advisors present a clear threat.
April 02, 2017
How Advisors Can Put Advice & Clients FirstWith tweaks to how they communicate and use technology, wealth managers can deepen relations with investors and grow their practices.
March 27, 2017
SEC Bars Broker for Aiding Brothers' Securities FraudThe three repeatedly duped at least four unsophisticated foreign investors into sending funds to various U.S. bank and brokerage accounts," the SEC states.