Advisor

U.S. advisors wary about long-term growth Fallback Image Decorative pattern

Industry

U.S. advisors wary about long-term growth

Optimism rose 1.7% in July, but when asked how the economy would look in a year, confidence levels fell 3%.

By Staff |August 6, 2013

2 min read

Raise advisor standards Fallback Image Decorative pattern

Planning and Advice

Raise advisor standards

I recently talked with a small-business owner who stunned me with his impression of financial advisors.

By Dean DiSpalatro |July 31, 2013

2 min read

Faceoff: Dual by design Fallback Image Decorative pattern

Life

Faceoff: Dual by design

Should financial advisors hold an insurance license as a leg up?

By Kanupriya Vashisht |July 29, 2013

7 min read

Advisors, clients benefit from fiduciary standard: FPC Fallback Image Decorative pattern

Industry

Advisors, clients benefit from fiduciary standard: FPC

Broker-dealers working under a client-first standard experience greater success compared to those operating under a suitability standard, and without a significant increase in costs, according to a study commissioned by the U.S.-based Financial Planning Coalition.

By Staff |July 11, 2013

2 min read