financial product

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  A Modest Proposal: Prosecute Non-Fiduciaries Using Term ‘Advisor’

  By Gil Weinreich, AdvisorOne  |  April 8, 2013

  Dalbar CEO Lou Harvey has strong medicine for the ills described in today's fiduciary debate: allow only fiduciaries to call themselves advisors, prosecuting those who misappropriate the name.

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  Top 10 Ways to Stop Elder Financial Scams

  By Melanie Waddell, AdvisorOne  |  March 28, 2013

  CFP Board consumer advocate Eleanor Blayney describes 10 common situations in which older Americans are vulnerable to financial abuse and offers advice to guard against it.

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  Motif Launches Build-Your-Own Platform

  By Melanie Waddell, AdvisorOne  |  February 28, 2013

  Motif Investing launched a build-your-own platform Thursday that allows advisors and other businesses to construct and share their own collection of stocks or ETFs online.

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  Young Investors Need More Financial Education

  By Danielle Andrus, AdvisorOne  |  February 15, 2013

  Even among younger investors who work with financial advisors, knowledge about financial products and investments is low, a study by LIMRA found.

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  SEC’s 16 Biggest Penalties Since Financial Crisis

  By Melanie Waddell, AdvisorOne  |  January 24, 2013

  The SEC recently released a roundup of its financial crisis enforcement actions, highlighting some of the more than 150 firms and individuals the agency has levied charges against since 2008.

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  What Advisors Can Learn From Politicians

  By Janet Levaux, AdvisorOne  |  November 7, 2012

  Political leaders have to make genuine, empathetic connections with those they interact with to win, and so do advisors.

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  Why Bogle’s Wrong on ETFs

  By Ronald Delegge, ETFguide.com  |  November 2, 2012

  It's worth analyzing three key arguments in the Vanguard founder's thinking on exchange traded funds

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  This Is Your Client’s Brain on Finance

  By Michael Finke  |  October 24, 2012

  Neuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isn’t always the most effective.

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  Can Prospecting for Clients Be Outsourced? Part 2

  By Michael E. Kitces  |  August 10, 2012

  Having your prospecting done by a third-party service doesn't eliminate the sales part of the process; for better or for worse, you still have to turn the prospects into clients.

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  A Package Deal: Planning for Long-Term Care With Income Security

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  July 15, 2012

  A type of fixed annuity could provide the solution for clients who are looking to plan for long-term care and receive a guaranteed return on their investment.