This content is from: Investing SEC Takes Aim at Advisors Advisory firms were ordered to return $135 million to investors for pushing higher-fee mutual funds. By Greg Bartalos November 06, 2019
This content is from: The Big Question She Went Running With Jamie Dimon. When She Said This, He Stopped. Lori Van Dusen, founder and CEO of LVW Advisors, discusses investing, women in finance, and the importance of having kids take risks. By Greg Bartalos November 01, 2019
This content is from: Investing Advisors Can Help Asset Managers Fill ‘Advice Gap’ on Target-Date Funds Someone has to explain new, complex, lesser-known products. It's time for advisors to prove their retirement chops. By Greg Bartalos October 07, 2019
This content is from: Practice Management Robo-Advisors Appeal Most to Investors Afraid of Getting Ripped Off Investors worried about being cheated by financial advisors are more likely to exclusively use robo-advisors, says a recent study. By Greg Bartalos September 30, 2019
This content is from: Practice Management Those Most in Need of High-Quality Financial Advice are Least Likely to Get It Among older Americans, those less financially literate are more likely to seek help from family members rather than professionals, a study shows. By Greg Bartalos September 18, 2019
This content is from: Practice Management For Advisors, It’s Not Enough to Be Honest Fair or not, the perception of honesty matters greatly when it comes to having one’s advice followed, according to a new study. By Greg Bartalos August 27, 2019
