Michael Finke

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  Baby Boomers Best ‘in History’ at Retirement Saving: Michael Finke

  By John Sullivan, AdvisorOne  |  May 7, 2013

  We’re in a retirement crisis, but it’s a “bit overblown.”

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  The 2013 IA 25 Slideshow: Thought Leaders

  By Editorial Staff  |  May 6, 2013

  Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.

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  Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

  By Editorial Staff  |  April 30, 2013

  The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  When Older Clients Falter: Mary Malgoire on Advisors’ Role

  By Olivia Mellan  |  April 29, 2013

  Advisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.

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  When Disclosures Do More Harm Than Good to the Client

  By Bob Clark, AdvisorOne  |  April 17, 2013

  Disclosure is good, nondisclosure is bad—right? Perhaps it's not as simple as we like to believe, as Michael Finke of Texas Tech points out.

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  Merrill Reinvents Training; Clearing Firms Get Social: April Research—Slideshow

  By Editorial Staff  |  April 1, 2013

  The cover story of the April issue of Research takes an in-depth look at Merrill Lynch Wealth Management's revamped training program. A feature article examines the clearing industry's efforts to move beyond its traditional transaction focus.

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  The Disclosure Paradox: How Much Information Is Too Much?

  By Michael Finke  |  April 1, 2013

  Too much information can be as harmful to retirement plan decisions as too little.

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  Your Client’s Brain: Coping as Your Clients Age

  By Olivia Mellan  |  March 26, 2013

  As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.