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By John Sullivan, AdvisorOne |
October 2, 2012
“Who could make a bad investment when we were going through the leveraged buyout of the U.S. economy for the last 30 years?” he asked.
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By John Sullivan, AdvisorOne |
October 2, 2012
“It’s still an asset class investors are not sufficiently looking at,” says Merk, president and CIO of Merck Investments.
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By John Sullivan, AdvisorOne |
October 2, 2012
Can RIAs ever love annuities? Apparently so.
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By John Sullivan, AdvisorOne |
October 2, 2012
Michael Kitces, Pinnacle Advisory Group’s managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
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By Bob Clark, AdvisorOne |
October 2, 2012
Naming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.
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By John Sullivan, AdvisorOne |
October 1, 2012
A meeting with the FPA executive leadership featured Lauren Schadle, recently promoted to the advocacy organization’s CEO.
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By John Sullivan, AdvisorOne |
October 1, 2012
“Why shouldn’t there be an uncomfortably high barrier to entry for those that handle the finances of hardworking men and women?” Auslander said.
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By John Sullivan, AdvisorOne |
October 1, 2012
“I think he’s hot,” Republican strategist Mary Matalin said of her husband, Democratic political player James Carville, on Saturday at the FPA Experience 2012.
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By John Sullivan, AdvisorOne |
October 1, 2012
The Federal Reserve Bank of Dallas came to San Antonio on Saturday for a session on how we got to where we are in the economic crisis, and what’s next for the recovery.
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By James J. Green, AdvisorOne |
September 29, 2012
The Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has “walked in the shoes of the majority of our members."