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Advisers should brush up on Daniel Kahneman’s work
Behavioral economist's insights about advisers and their clients should ring true
How to better estimate life expectancy
Gauging how long your clients will live has major consequences for retirement planning.
Social Security rules for divorced public employees
Benefit reductions apply only to workers who did not pay FICA taxes.
Solutions to key challenges of modern retirement
The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.
What’s good for individual investors is good for the whole industry
The financial industry must take every action it can to weed out bad actors and rebuild investor confidence, including beefing up background checks for brokers.
The case for automatic IRAs
Opposing state efforts to roll out auto retirement plans is disappointing at the least.
Social media roadblocks need to be removed
As social becomes more relevant to advisers' practices, regulators need to get out of the way
Discover your own freedom threshold in retirement
Downsizing is a myth, one study finds: A third of retirees bought bigger houses.
When to disenroll from Medicare
If clients fit the requirements, now is the time for them to take action and reduce unnecessary medical spending and hassles
Have protocols in place to secure access to client data
When it comes to the client data for which you're responsible, protecting clients' privacy and finances must come first.
The correlation conundrum and liquid alternatives
The vast majority of these funds are new, and they require scrutiny in context of other assets.
Adviser technology is about more than dollars
How do you view technology? Is it one of those things you know you need to run your…
The art and science of longevity
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
Why President Obama’s estate tax proposal is a big deal
The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.
This ain’t no Fantasyland: Tales from T3
Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.
In unity there is strength
Relying on a custodian — no matter how well intentioned — to take the lead in lobbying is not a sound idea
Chasing performance is too risky
Time for advisers with clients whose portfolios are near a peak in stocks to preach caution.
How to manage your clients’ emotions when market volatility spikes
Volatility at the start of this year has many investors concerned about their exposure to equities, but advisers must put short-term market events in context and keep investors focused.
Despite strong estate planning, Robin Williams’ wife takes family to court
Mixed families often squabble; the beloved comedian's children and third wife are in court.
Responding to regulators’ focus on fees
Advisers need to ensure they aren't taking advantage of their clients, either intentionally or unintentionally, and must explain and justify their fees.
