Puny interest rates leading to lower account values. The good news? Proposed tax changes will inflict even more damage.
Investment performance trumps amenities, relationship-building, survey finds
While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, <a href="https://www.kitces.com/blog/">Nerd's Eye View</a>, maintains a list of blogs specifically relevant for financial advisors.
Gus Sauter, the fund company's chief investment officer, will retire at the end of the year. The head of Vanguard's retail investor group will succeed him.
Say transition can be nettlesome but worth it in the long run
Federal agents searched the Indiana and Ohio offices of two companies owned by an Indianapolis businessman Tuesday, serving warrants a month after a newspaper questioned whether the Ohio firm is capable of repaying some $168 million owed to investors.
Program open to firms with $400M in assets, three or more principals
Fidelity workshop program aimed at matching personality to the right exit strategy
Puts outnumber calls 3 to 1; 'people are disillusioned'
Prices for many smaller outfits still not where they were before recession struck
When it comes to getting financial advisers involved in social media, Lawing Financial Inc. of Overland Park, Kan., has found that nothing succeeds like success.
