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Age Diversity Is Also Important, Says First Black CFP

Industry veteran LeCount Davis discusses how older advisors add value, plus what seniors with and without wealth need.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

Supreme Court to Hear Biden Appeal of Case Affecting Advisors, Others

Lower courts have decided the SEC’s power to seek penalties through in-house enforcement proceedings violates the U.S. Constitution. Another case pending against FINRA says it has too much power.

What Color Is Your Marketing?

Highly contrasting colors and simple patterns could help you get your message across better to seniors with declining vision.

Managing Challenging Prospects and Clients: 3 Examples

You know what these individuals need, but they don’t want to pay for professional advice. Can you build your case?

How to Tell Clients About Your Own Retirement

Advisors discuss what did and didn’t work when breaking this news, the role video played and other lessons learned.. (By Laura Garfield)

Should You Give Your Clients a Discount?

Sometimes discounting is a fact of life but it’s important to put some ground rules in place. (By Bryce Sanders)

DOL To Hold Online Hearing on Proposed Investment Advisor Rule

The Department of Labor will hold an online hearing on its controversial proposed rule that would put more limits on financial advisors.

Anti-Poverty Solutions Exclude Older Americans

A Prudential executive and an anti-poverty activist brainstorm on how to turn back the rising tide of senior poverty.

Latest News

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.

Humana, Cigna in Talks to Merge

A deal would give Cigna a much greater foothold in the fast-growing market for managing federal Medicare plans for older Americans.

Aretha Franklin’s Sons Awarded Late Singer’s Real Estate

They now own the late singer's real estate after a judge ruled that a handwritten will found hidden in her sofa was the correct document.

The Wit and Wisdom of the Late Charlie Munger

Charlie Munger, Warren Buffett's deputy who helped transform Berkshire Hathaway into a conglomerate, will be remembered, in part, for comments like these.

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