Dave Lubnik, vice president of business development for YCharts, explains how financial advisors can use YCharts to help them communicate with clients.
The Carson Group has made Jamie P. Hopkins, its director of retirement research, managing director of Carson Group Coaching.
Groups such as the Heritage Action for America, FreedomWorks, Americans for Tax Reform and the National Black Chamber of Commerce call the SEC's proposal an "expensive 'solution'" to a "potentially non-existent 'problem.'"
A new Vanguard Research study indicates that advice, both human and algorithmic, can help investors diversify.
Clients are much more inclined to leave an advisor due to an operational snafu than for investment performance.
