Most people need help confronting what they don't want to, and ongoing guidance to make the right choices.
The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.
Advisers affiliated with Simi, Calif.-based indie manage $820 million in assets.
CFP Board revises its standards and aims to beef up fiduciary requirements of certificants.
Some question whether brokers will drop the CFP mark or if the CFP Board will strictly enforce its new standard.
The legal victories come as asset managers are under fire for their dealings with retirement plans.
Attempts to suspend benefits can have disastrous results.
Three key roadblocks can slow or stop M&A: valuation, negotiation and emotion.
A single standard would both protect investors and simplify regulation.
The bipartisan legislation aims to encourage saving by fixing a wrinkle in existing law.
Former exec says he repeatedly warned of accounting mistakes in REIT financials
Financial advice will learn a lot from a world based on efficiency.
She had originally been been selected by President Obama, but her nomination was stalled in the Senate.
The measure, effective July 1, requires advisers to disclose any "profit or commission" they receive and make a "diligent inquiry" about a client's financial condition and goals.
Active managers are struggling in the face of the index-fund craze, fee compression and TDF dominance.
Some of the funds with the biggest shares in Whole Foods as a percentage of assets aren't household names.
Mr. Lew, who served under the Obama administration from 2013 through the start of 2017, acknowledged the rule has "unintended consequences."
Five veteran advisers form Socratic Wealth Advisors in Raleigh, N.C.
