Out of our cold, dead hands. | Copyright Melanie Conner, Getty Images
The bond between a professional advisor and his clients is not easily broken. In fact, most consumers would rather give up their smartphone, favorite dessert or coffee t...
Life expectancy is something of a creepy topic but it is a necessary evil when planning for your client’s future.
Opposition to the White House-backed proposed definition of a fiduciary financial advisor continues to grow on Capitol Hill...
For most banks, litigation costs have become so ubiquitous that most companies simply see these expenses as just another cost of doing business.
Since the financial crisis, financial institutions in the U.S. and Europe have paid out $178 billi...
Fee-based? That's a lie. | jesadaphorn/iStock/Thinkstock
Advisors should never use the term “fee-based” to describe their business. Writing on his Scholarly Financial Planner blog, Ron Rhoades outlines the narrow scope in which advisors ca...
Keeping it simple and understandable is key
