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News & Analysis
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SEC, FINRA, State Exam Execs Lay Out Priorities
Priorities include conflicts of interest, email retention, cybersecurity and some specific products, the executives said at the IRI legal and regulatory conference. -
Senate Finance Mulls Charitable Giving Reform
Overhaul of the charitable deduction and the political involvement of tax-exempt groups are two areas senators should examine, their staffers say in a new paper. -
How to Handle Collectibles as Client Assets
Estate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions. -
7 Famous Dads Who Make Good Financial Role Models
Despite their wealth and fame, these celebrity fathers have a set a good example in frugality for their kids to follow. Happy Father's Day! - View All News »
More News & Analysis
- Don Trone: Dodd-Frank, SEC Are a ‘Disaster’
- PIMCO’s El-Erian: Forget Politicians—It’s the Fed That Matters
- Bill Would Force DOL to Let SEC Fire First on Fiduciary
- 30 Best Paying College Majors: 2013
- Best Firms for Self-Directed Investors: J.D. Power—2013
- Top Portfolio Products: Schwab Lowers Expense Ratios, Donoghue Adds Dividend-Yield Offering
- Women More Likely to Have High Financial Stress
- Wells Nabs 9 Reps From Morgan Stanley, Merrill and RBC
- More Retirement Savers Turning to Professional Advice: Vanguard
- What a Pretzel Entrepreneur, a Navy Widow and an Ex-Rep All Need From Their Advisors
- 80 Years of Fiduciary in 15 Minutes: TDAI Fiduciary Summit
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Event Spotlight
Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA
The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.
For more information, visit www.thinkretirementincome.com.
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Resource Library
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eNewsletters
Blogs
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Bob Clark, AdvisorOne
Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard
In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.
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Kirk J. Hulett, MS, Securities America Financial
6 Ways to Help Your Staff Be More Productive
Take these simple, practical steps to ensure that your investment in your staff is maximized for everyone’s benefit.
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Mike Patton
Prospecting for New Clients: Do’s and Don’ts
Be sure that the client knows who’s important during the meeting, and make sure you show it.
- View All Blogs »
