Monica Foy said playing the game in person is a lot different than playing at home, where you can just 'blurt out the answer.'
Creative Planning officially severed ties with the 59-year-old life coach last week
Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.
Firm discovers the benefits of scale while searching for a way to transfer ownership.
In addition to overcharging clients, Stephen Brandon Anderson overstated his assets under management in SEC filings.
Creative Planning had hired the self-help guru three years ago as chief of investor psychology.
Master limited partnerships are riding high.
Fund will tackle the risks and rewards of buying companies before they go public.
Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.
Pressure mounts for smaller firms, as benefits of scale become more important.
