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Luis Aguilar also weighs in on arbitration and SEC oversight of FINRA.
August 1 -
Despite some recent rule changes, advisers still have to run the numbers on the best claiming strategies. Here’s how they are using software to do the job right.
May 23 -
Advisors who apply debt-management and cash-flow projection skills to the repayment of student loans can save clients tens of thousands of dollars (and build loyalty, too).
March 21 -
Rocketing education costs and loan debt are giving advisors a great opportunity to help clients navigate the college-planning maze.
February 25 -
If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.
November 2 -
Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.
September 1 -
Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice.
June 1 -
Many advisors are failing to communicate the best strategies to clients. Here are some common trouble spots you should steer clear of.
February 17 -
How will clients react when specialized products underperform well-known benchmarks?
November 3