Michael Pompian outlines the case of a high-net-worth couple whose investment behaviors may get in the way of their goals.
Contributor Natalie Choate reviews a few ways to get around the once-per-year limit.
We’re gathering data to answer advisors’ biggest practice-management questions and benchmark their practices against the industry.
Contributor Scott Simon explores the origins of the "central consideration" required of fiduciaries.
We look at the pros and cons of bringing tax services in-house.
The top tool for navigating the complexities of student loan repayments comes from an unlikely source, notes contributor Ben Brown.
Here are some strategies for overcoming this behavioral investor type's biases.
And not the good kind, either, says contributor Natalie Choate.
Lisa Kirchenbauer finds a niche coaching clients through complex transitions.
Consider these points when building a set of model portfolios.
Robert Horrocks of Matthews Asia on opportunities and optimism.
Contributor Scott Simon outlines the three critical duties of fiduciaries.
Financially sound households get advice from financial planners.
Research says fiduciary rule lessened conflict-of-interest effects on investors.
A simple behavioral nudge can help people discover what they truly want.
These are the technology tools advisors are using--and what they're planning to add.
Investors are considering their nonfinancial risks, the way we say they should.
Take economic forecasts with a grain of salt.
College finances are in a downward spiral.
At long last, intermediate-term bond managers pull ahead of the benchmarks.
Independent advisors transformed an industry by putting client needs first.
Michael Pompian's second case study features a a high earner on the brink of retirement who likes taking investment risks.
For what year or years do you file IRS Form 5329 if you discovered you've missed a required minimum distribution?
Contributor Scott Simon discusses what upgrades 403(b) plans should make, with lowering costs being the first improvement.
Consider delegating front desk and back office support, as well as bookkeeping and social media management, to virtual staff.
Here are some strategies for overcoming this behavioral investor type’s biases.
Sheryl Rowling offers some practical tips on what's important in running a firm.
The ability to contribute a restorative payment to an IRA applies only to the compensatory payment for the actual investment loss.
Contributor Scott Simon addresses two unrelated--albeit important--subjects for advisors.
The proposal leaves several questions unanswered.
With the right platform, advisors can reduce their dependency on the AUM model and reach new, historically underserved markets that are willing and able to pay for ongoing advice.
Parents without a plan leave money on the table.
Michael Pompian's first case study features a high-spending retiree with a cautiously positioned portfolio.
Successful investing is about accumulated insights, not panaceas, writes Morningstar's Don Phillips.
Flood A profitable company can stand a lot of bad publicity.
Common measures of living standards miss the cyber economy.
Whether it’s cycling or building her practice, Tara Unverzagt pushes her limits.
The future lies in customization and automation.
Charging infrastructure is the key to electric vehicle adoption.
Morningstar’s Seth Goldstein on what’s driving adoption worldwide and which companies stand to benefit.
At Aristotle, the emphasis is on long-term ownership.
Managers are better than ever—and playing on a leveled field.
Plan participants stay with some types of vehicles longer than others.
How we found that the wider the moat, the less likely a dividend cut.
Contributor Natalie Choate reviews some of the inconsistencies in the penalty investors pay if they take distributions from their retirement plans too early.
The relevant variables and calculations can be complex, depending on the situation.
Advisors can prevent their clients from having to pay tax on phantom income, but there are two important caveats to keep in mind.
These vehicles fail to meet the challenge of creating a relatively stable, sustainable, and inflation-adjusted income stream throughout retirement, says contributor Scott Simon.
Utilizing virtual receptionists can lead to better client experiences, save on costs, and reduce in-office stress.