More in Community

  • May 27, 2015
    blog

    What TV Can Teach Us About Managing Wealth

    From Downton Abbey and Game of Thrones to Grey's Anatomy, the plots of multiple popular shows are dealing with real-life financial and family planning issues....More
  • May 26, 2015
    The Daily Brief

    Hedge Clippers

    In recent weeks, hedge fund mangers have taken a beating—not to their investments, but to their public image...More
  • May 22, 2015
    The Daily Brief

    When Do You Work?

    Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days....More
  • May 21, 2015
    blog

    Casady: Better DOL Rule Needs Only 'A Couple' Of Improvements

    The head of LPL Financial praised the Department of Labor’s changes in its re-proposed fiduciary rule aimed at financial advisors, saying “just a couple of items to improve from here.”...More
  • May 21, 2015
    blog

    Savant Capital Picks Up Chicago-Area RIA

    Savant Capital Management expanded its presence in the Chicago market and boosted its assets to nearly $4.5 billion with the recent acquisition of Orion Capital Management. Winnetka, Ill.-based Orion is a fee-only independent registered investment advisor with six employees and $150 million in assets under management. The move to join Savant was a good growth opportunity for Orion, the firm’s president and founder James W. Kyle Sr. said in a statement Thursday....More
  • May 21, 2015
    The Daily Brief

    Why the Class of 2015 Should Consider This Profession

    As the class of 2015 gets ready to put on their caps and gowns, these young, new graduates should think about becoming financial advisors, argues Ken Kamen, president of Mercadien Asset Management....More
  • May 20, 2015
    The Daily Brief

    The Great Reformation That Never Happened

    Despite all the talk about restoring the public’s trust in the financial services industry, many financial professionals don’t believe the industry is better off than it was before the financial crisis....More
  • May 19, 2015
    blog

    CircleBlack Expands Account Aggregator To Android Devices

    CircleBlack, an online account aggregator and wealth management platform, is now available on Android devices....More
  • May 19, 2015
    blog

    Cold Calling Is Still Terrible

    In a recent post on the popular Humans of New York website, photographer Brandon Stanton captured a moment with AXA advisor Mike Grady, who candidly spoke about the struggles young advisors face....More
  • May 19, 2015
    blog

    CFP Doubles Awareness of Designation Among Investors

    Five years later, just over a third of investors recognize the certified financial planning certification without prompting....More
  • May 19, 2015
    The Daily Brief

    In Defense of Lynn Tilton

    The Securities and Exchange Commission’s arguments for bringing its recent case against Patriarch Partners and its founder and CEO, Lynn Tilton, are weak and specious, according to an op-ed published by a Yale Law professor....More
  • May 18, 2015
    The Daily Brief

    An Employee Benefit Good for Retirement 1

    More companies are rolling out financial education programs to their employees....More
  • May 15, 2015
    blog

    The Blotter Report: Fraudsters Sidelined

    A former Utah broker is in trouble...again, while trial continues against a former advisor and his wingman accused of bilking NHL players out of millions. And finally a father/son duo tried to disguise their insider-trading scheme with golf lingo. Fore!...More
  • May 15, 2015
    Commentary

    Cyber Legislation

    Last year was “the year of the data breach,” Tim Pawlenty told the of House Financial Services Committee....More
  • May 14, 2015
    Commentary

    Does Yale Need Another $150 Million?

    Dylan Matthews at Vox.com asks if Yale is the most deserving of charities to receive Blackstone founder and billionaire Stephen Schwarzman’s recent, and tax-deductible, gift of $150 million for a new performance hall....More
  • May 13, 2015
    Commentary

    Should RCAP Split Up?

    RCS Capital, which has a network of over 9,500 independent advisors, may need to split its retail advice business from its wholesale broker/dealer business....More
  • May 12, 2015
    blog

    Investors Still Prefer Human Advisors Over Computers

    A majority of investors still aren't sold on "robo" advice solutions, according to a new survey from Schwab....More
  • May 12, 2015
    Commentary

    Why You Can't Trust Those Retirement Calculators

    There is a plethora of basic retirement calculators on the Internet, but Betterment CEO Jon Stein says few of them take into consideration the factors that are truly important to consumers....More
  • May 11, 2015
    The Daily Brief

    Poor Forecast 1

    The financial health of Social Security has been dramatically overstated, according to a new study from the Social Security Administration....More
  • May 8, 2015
    The Daily Brief

    Thanks, Mom

    For about a third of Millennials, mom is the biggest financial influence in their lives....More
  • May 7, 2015
    blog

    El-Erian: Stop Selling Products, Start Talking to Millennials

    To attract millennial investors, financial firms and advisors need to offer personalized advice, not products....More
  • May 7, 2015
    The Daily Brief

    The Hopeless Generation

    Many people are unhappy about their retirement prospects these days, but perhaps no one is more hopeless than Generation X....More

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