Firms that use the tool will have a way to gauge if clients are invested to their best interests.
Plus: Buying at the top, saving for retirement or else, and good funds with short track records
Asset allocation decisions beyond what risk-tolerance assessments might suggest can help advisers address individual behavioral finance issues.
Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney
Shine a light on the many talented, successful women who serve as role models and leaders in the industry.
Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.
Five candid responses on his annual predictions, Donald Trump's campaign, active management, low yields, and reading up on Christian best practices.
<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.
Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers
Survey shows that 58% of plan sponsors found their adviser through a referral.
Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions
If clients don't need the income, here are some ways the money they must take can be put to good use.
<i>Breakfast with Benjamin</i> It's a brighter growth outlook, not low rates, that's fueling the latest rally.
People's United Bank is expected to finish the transaction by the end of this year via its subsidiary.
Brandes, Invesco funds add a helping of Brazil.
New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.
<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.
