Advisor Perspectives
- A Tricky Stock Photo Trap: Beware of “Editorial Use”
- The Seven Proven Networking Strategies
- Will Re-Defaults of Mortgage Modifications Undermine Housing Markets?
- How to Avoid Taxes with Highly Appreciated Securities
- The Battle of the Passive Strategies
- The evolution of Vanguard Advisor’s Alpha®: From portfolios to people
- Lessons from the North Bay Fires
FA Magazine News
- Jay Leno Riffs On Fat Americans And iPhones
- Vanguard Creates New Model For Estimating Retirement Healthcare Costs
- Advisors Say Millennials Not Interested In College Planning
- Betting Against Yield Curve Inversion For A 19% Return
- Krugman, Summers Warn of Disruptive Threats To Global Growth
- Income Needs Will Force People To Work Into Retirement, Study Says
- Wells Fargo Is Weighing Changes To Wealth Unit Amid Cost-Cutting
Financial Planning Magazine
- LPL takes a shortcut to blockchain
- Retiree do's and don'ts in a rising-rate environment
- $102M Ponzi scheme funded luxury cars, Las Vegas party: SEC
- You’ve recruited women advisors. Now what?
- Getting wealth managers to break up with their vendors: SigFig wants in
- U.S. Bank marketing robo advisor beyond the millennial set
- Your perceptions are biased – here’s how to manage it
WealthManagement.com
- Focus Financial Leads $28 Million Funding Round for Lead-Generation Platform
- Merrill Pays $42 Million Fine for Misleading Broker Clients
- Technology Is an Enabler, Not a Replacement, for Financial Advice
- Why Seniors Should Make All Charitable Gifts from Their IRAs
- The Perils and Pitfalls of Grantor Trust Triggers
- Wells Fargo Is Weighing Changes to Wealth Unit Amid Cost-Cutting
- Michael Kitces #FASuccess Podcast: How to Make a Partnership Work with Tanya Rapacz
NAIFA
- NAIFA advocacy ensured insurance included in Senior Safe Act legislation
- Downfall of DOL Fiduciary Rule Bolsters the Annuities Market
- NAIFA and Industry Partners Ask Congress to Clear Up Confusion Over the Tax Reform Law
- Advisors Take Their Grassroots Message to Capitol Hill
- NAIFA to Revise, Modernize Bylaws
- NAIFA Members Convene for Congressional Conference
- Promote Financial Literacy 12 Months a Year
Investment News
- Take 5: Naureen Hassan talks integration, aggregation and retaining brokers at Morgan Stanley
- SEC charges eight in $102 million Ponzi scheme
- Small-cap stocks unfazed by trade tensions
- 401(k) fund fees continue to fall
- Divorce reduces retirement readiness
- 401(k) advisory firms creating in-house financial wellness programs
- Merrill Lynch fined $42 million for misleading customers
RIABiz
- 'Capacity constrained' SigFig suddenly raises unsought $50 million after major VC steps forward
- One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball
- Why Eric Clarke is pressing to give Orion's 1,500 RIAs first crack at BlackRock's Aladdin -- including two that already have feeds
- Joe Duran bets two heads are better than one with Kara Murphy and Bob Landry on board to lead United Capital's investment strategy
- Mike Sha's robo-advisor faced tough choices until two wirehouses offered unique partnerships -- and maybe a new business model to boot
- The old trick of new math Pershing used to make its RIA assets in custody soar from $200 billion to $615 billion in one year
- Pershing CEO Lisa Dolly flaunts size and software at INSITE 2018
WSJ – Financial Advisor
- Voices: Lisa R. Hatcher, on Female Clients in Abusive Relationships
- Wealth Adviser: Poised for U.S. Stocks to Weaken
- Voices: Samuel R. Scott, on Blurring the Fiduciary Standard
- Wealth Adviser: Don’t Get It Wrong About the Rich
- Voices: Rand Spero, on Helping Young Clients Prioritize Savings
- Wealth Adviser: More Are Using Asset Protection Trusts
- Don’t Make This Mistake With Your 401(k)