Number of mutual fund share classes boggles the mind
Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.
The road to retirement just got rockier
Advisers have a vital role in helping long-term care insurance holders decide whether the policies are worth the cost.
Time to get on board the fiduciary train
Many advisers and the firms they work for are still woefully unprepared for what lies ahead.
Identifying the best active funds
Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep
Can robo-advisers be fiduciaries?
Responsibility for advice — even that which is incidental to a transaction — cannot be palmed off on an inanimate object.
Time for advisers to brush up on ESG investing
Any financial adviser who has not been asked about socially responsible investing by a client likely will be…
Confirmation quagmire mustn’t deter SEC
Despite it being unlikely that two SEC nominees get confirmed anytime soon, the regulator must not hesitate in getting on with its important mission.
Steer clear of politics with clients
Best business strategy is to try and stay as apolitical as possible in client interactions and public communications
What happens if the Fed goes negative?
The most obvious victims of a negative-rate environment are savers and retirees
On guard against inflation
Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them