Everyone seems to want a piece of Michael Kitces, the industry blogger and financial planning research director, and he's very happy to oblige, turning up at conferences, speaking engagements and webinars, stoking his social media presence and...
Understanding the dynamics at play within a couple can make or break an advisor’s ability to successfully retain the relationship. In a recent UBS Investor Watch, the firm found that while a majority of couples will say they share financial...
Chair Mary Jo White called the fiduciary standard an “extraordinarily high priority” for the Securities and Exchange Commission, saying it’s her goal to see a decision on whether to impose a uniform standard this year...
In the last year, IPOs have raised $62.4 billion, according to data by Renaissance Capital. In just the first four months of this year, 136 new IPOs have been filed, up from 57 during the same time period of 2013...
Only eight times in over 14 years have the FOMC meeting, GDP report, ISM report, and the employment report – all often market-moving events – occurred in the same week...
Making financial planning a viable academic pursuit for undergraduates is meant to overcome one of the industry’s big obstacles: the fact that young people just don’t seem that interested in joining it. Consider that only 11 percent of...
Often, donors and others can be quick to try to make a distinction between “good giving” and “bad giving.” “Good giving” supports programs that are high-impact, low-overhead, and focused on root...
