December 21, 2015 | Runtime: 1:47
The rules for claiming strategies, including file and suspend or spousal benefits, have changed. InvestmentNews contributing editor Mary Beth Franklin discusses what claimants need to know now and the deadlines they need to watch out for.
December 17, 2015 | Runtime: 3:31
Should advisers be fearful of robo-advisers? A group of experts highlight the opportunities advisers have to take advantage of the rise of robo platforms to help innovate and evolve their own practices.
December 17, 2015 | Runtime: 3:45
While the advice industry is still trying to find its big data sweet spot, adviser technology experts weigh in on how advisers might be able to one day harness the power of big data in their practices.
December 17, 2015 | Runtime: 3:40
Businesses are bombarded by cyber criminals every day, and it's not going away. Hackers have shifted their focus to attacking client data vulnerabilities, and advisers need to step up their cybersecurity games.
December 17, 2015 | Runtime: 5:50
Brian Hamburger of MarketCounsel and Todd Clarke of CLS Investments explain why advisers are leery of embracing the DOL fiduciary rule.
December 15, 2015 | Runtime: 6:49
Brian Hamburger of Market Counsel and former U.S. Congressman Spencer Bachus discuss the biggest regulatory challenges independent advisers face, and weigh in on the state of adviser exams in today's regulatory climate.
December 13, 2015 | Runtime: 11:02
Political strategists Karl Rove and David Plouffe analyze the presidential election through a financial lens, discussing the potential impact tax reforms and budget changes made by the next president could have on advisers.
December 10, 2015 | Runtime: 3:55
Insight from FBI cybersecurity expert (and inspiration for Catch Me if You Can) Frank Abagnale Jr. on the new ways identity thieves are posing threats to advisers and their clients.
December 08, 2015 | Runtime: 1:21
Adviser regulation just keeps coming hard and fast and it's hard to keep up, but ex-SEC inspector general David Kotz breaks down some of the big regulatory developments to watch for in 2016.
December 03, 2015 | Runtime: 1:57
Students from financial planning programs discuss what stands out to them as the most appealing aspects of careers in the financial advice industry.