The company's president talks with InvestmentNews about what's next for the Thundering Herd.
The CEO of United Capital built a formula for holistic financial planning that any firm can tap into — for a price.
Clients interested in 'responsible' investing, but only 38% of advisers feel knowledgeable.
Purchases largely involve books of plan business from non-specialists.
Advisers seek detailed client info to compete more effectively.
A number of factors — DOL fiduciary, low interest rates and longevity — are coming together in favor of annuities if certain impediments are eliminated.
U.K., Australia both passed fiduciary rules, though their versions weren't limited to retirement advice. How have they fared, and what can U.S. advisers learn from them? </br><b><i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">Coverage of the DOL fiduciary rule from every angle</a>)</b></i>
Advisers give back and gain recognition — for their work and their charities.
Like the old proverb about shoemakers' children going barefoot, many financial planners spend their professional lives organizing the affairs of others though their own businesses are in disarray.
