Allan S. Roth, a Financial Planning contributing writer, is founder of the planning firm Wealth Logic in Colorado Springs, Colorado. He also writes for AARP The Magazine and has taught investing at three universities. Follow him on Twitter at @Dull_Investing.
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Rather than learn from the mistakes exposed regarding false listings of advisors’ “fee-only” status, the board doubled down on looking the other way.
August 2 -
CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.
May 9 -
Some industry experts worry too much indexing is leading to a lack of price discovery and poor corporate governance.
May 9 -
I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.
May 8 -
Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.
March 20 -
It’s often hard to know just what is driving investor decisions.
January 22 -
Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.
January 16 -
Here’s how to prepare your clients, and your own practice, if dark days come and stay.
November 28 -
In my view, the organization puts its own growth ahead of enforcing its certificants’ fiduciary standards. This holds us back from being seen as a true profession.
September 24 -
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14