Article
Read about the common misconceptions RIAs have about annuities, and the truth behind them.
Article
The 2019 RIA Retirement Planning Benchmarking Survey provides insight into advisors’ current retirement planning practices...

Article
As a crew rearranges Nobel Prize winning economist Bill Sharpe’s living room to film a...

Article
Imagine if you had to replicate—at an individual client level—every mutual fund you purchased by...

Article
It happens all the time…clients walk in and, through a fact-finding exercise or just in...

Article
Advisors have bigger problems on their hands at the end of this year than the...

Article
Advisors will often say their clients are "self-insured." But because insurance is, by definition, the...

Article
The NAPFA Fall 2018 conference held recently in Philadelphia delivered on its promise to provide...

Article
At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the...