January 25, 2018 | Runtime: 3:14
Deputy editor Bob Hordt and senior columnist Bruce Kelly discuss the reasons for the marked shift of advisers between channels, including technology, the DOL fiduciary rule and the broker protocol.
January 19, 2018 | Runtime: 4:59
Managing editor Christina Nelson and senior reporter Mark Schoeff Jr. discuss regulations of consequence to financial advisers in 2018, and their likely timing.
January 10, 2018 | Runtime: 2:57
Commission accounts could be preferable for some clients, and advisers could be incentivized to move from employee broker-dealers to independent channels.
January 04, 2018 | Runtime: 3:42
arjuna-design' special projects editor Liz Skinner talks to senior columnist John Waggoner about the prognosis for stocks and bonds in the year ahead.
December 22, 2017 | Runtime: 3:24
Reporter Greg Iacurci discusses aspects of the Republican tax cuts that will affect planners and their clients.
December 19, 2017 | Runtime: 2:53
Diahann W. Lassus, a CFP and CPA/PFS, as well as president and co-founder of wealth management firm Lassus Wherley, offers a concise summary of which aspects of the legislation will have the greatest impact on clients.
December 15, 2017 | Runtime: 2:41
Editor Fred Gabriel and special projects editor Liz Skinner discuss how the editorial team selected the final lineup of honorees.
December 11, 2017 | Runtime: 2:02
New York Times best-selling author David Bach offers tips on how to stand apart from other financial advisers in your marketplace.
December 11, 2017 | Runtime: 2:36
New York Times best-selling author David Bach says every financial adviser should be talking to clients about how they are going to weather a market downturn.
December 11, 2017 | Runtime: 2:37
Recent research suggests that a reverse mortgage can help increase income for retirees, and could replace the "4%-rule" regarding how much to withdraw from their portfolios each year after they stop work.