Putnam’s Retirement Calculator Crunches Health Expense Data
Putnam’s Retirement Calculator Crunches Health Expense Data
May 24, 2012
For developers of retirement calculators, it’s something of a Holy Grail: a system that not only helps investors figure out how much they’ll need in their golden years, but adequately factors in health care costs as part of the daunting calcul...
Live From Orlando: Driving Over the Fiscal Cliff
Live From Orlando: Driving Over the Fiscal Cliff
May 23, 2012
The “mother of all lame duck sessions” will bring volatility to the markets, opportunity for advisors.
NAPFA’s New Chair Takes on FINRA
NAPFA’s New Chair Takes on FINRA
May 22, 2012
Ron Rhoades wears many hats: FA, attorney, college professor
Live from FRA: The ‘L’ Word
May 21, 2012
“Alternatives” have become the hot dot in the retail advisory industry. But FRA panelists caution that liquidity is key when evaluating the options.
Criticism of JP Morgan Chase Is Just Politics
May 17, 2012
So, now the federal gub’ment wants to criminalize risk. Yup, apparently, the Justice Department is investigating JP Morgan Chase (Ticker: JPM) for its “whale” trade. (Some whale; it represents about 1% or more of its capital.) Here is...
Defining Your Practice
Defining Your Practice
May 17, 2012
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United Capital Takes to the Airwaves With New RIA
May 16, 2012
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You Can’t Buy Taste
You Can’t Buy Taste
May 16, 2012
The art market has been go-go for years, but it’s a minefield for the uninitiated
Dropouts: Mom and Pops Aren’t Making It
May 15, 2012
So far this year, more “mom-and-pop” broker/dealers are dropping out of the business compared to this time last year, according to new data from the Compliance Department Inc. I got on the phone today with Director of Business Development Davi...
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