Human Capital: Investor Advocate Barbara Roper Doesn't Mince Words on SEC Rules
By Melanie Waddell Melanie WaddellIn Episode #5 of our Human Capital podcast, Roper tells what she thinks is wrong with Reg BI.
October 16, 2019
Human Capital: Ric Edelman on Social Security Crisis, SEC's Crypto FailOn Episode #2 of Human Capital's podcast, Edelman discusses how he's redoubling his efforts to help fix Social Security and what steps the SEC must do to tame cryptocurrency.
October 02, 2019
Human Capital: CFP Board's Keller Gets Blunt on New Ethics Standards, Reg BIThe Human Capital podcast brings you the latest on the people who are helping to shape the financial services regulatory landscape.
September 30, 2019
Excerpts from: How to Prepare Your Business for the Future - Growth, Succession and Acquisition SolutionsIn this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we'll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions.
February 15, 2019
House Bills Could Set Federal Short-Term Health Disclosure StandardsH.R. 1143 would require issuers to offer consumers a detailed list of warnings.
September 26, 2018
Misbehavioral Finance: How Emotions Ruin Investing OutcomesDr. Ted Klontz, an associate professor at Creighton University and a financial savior of athletes and entertainers, like Wynnona Judd, explains the keys to keep investors from sabotaging their own wealth.
September 12, 2018
Investing After Retirement: Hit the Gas or Hit the Brakes?Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.
September 05, 2018
Investing View From the Advisory Frontlines: A Talk With Advisors, Part IIIn part 2 of this episode we talk with Charles Adi of Blueprint360.