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CFP Board Launches Women's Initiative

The CFP Board is launching a campaign to find out why the number of female planners has stagnated for the last decade and what can be done about it.
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NFL Players Turn To Wall Street Careers When Game Ends

Five-time Pro Bowl cornerback Troy Vincent helps retiring players get a new start on life.
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Death Of The Cold Call Sinks Would-Be Brokers

Breaking into the brokerage business is getting tougher as declining fees make small accounts less profitable and government restrictions on unsolicited calls make phone sales taboo.
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Pension Harvesting Scams In Regulator Crosshairs

Businesses that lure retirees and injured workers into selling their pension distributions and settlement income streams have come under attack by federal and state regulators.
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No Lobby For Grandma Means A Budget Throwing Grandkids Off Train

Hundreds of miles away from the nation’s capital, low-income Americans are experiencing the reality of automatic federal budget cuts on programs little noticed by Washington’s power brokers.
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New Rules Would Require 401(k)s To Project Lifetime Payments

New rules that would require defined contribution plans to express accounts as estimated lifetime income streams are being proposed by the U.S. Department of Labor.
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BlackRock’s Fink Says Workers Need Mandatory Retirement Savings

BlackRock Inc.’s Laurence D. Fink said U.S. employers should be required to put money aside for their employees’ retirement, similar to Australia’s system.
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Inside the current issue

Advisor Or CEO?
by Philip Palaveev
Choosing how to run your business is critical.
The King Of Starts
by Mary Rowland
Rick Higgins is a multimillionaire and software genius whose multiple start-up firms offering successful financial programs have allowed him to branch out.
A Live Connection
by Mitch Anthony
Keeping in touch with friends and family creates a happy retirement.

Expert Views

What Advisors Can Do To Encourage 'Money Talks'

If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking.
Branding In The Inbound Age

Can an advisor build a brand without millions to spend, without years to accomplish it, and when the firm may not have hundreds of advisors to spread the message?

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Financial Advisor Videos

On The move

Market Strategies International Acquires Cogent Research

Cogent Research founders will co-manage Market Strategies’ new syndicated division.
Securities America's Financial Institutions Division Expands

The addition of six firms brings its total financial institution relationships to more than 100.
SCF Securities Expands

The Summit Financial Strategies, an investment advisory firm with $145 million in assets under management based in Portland, Ore., has joined SCF Securities, an independent broker-dealer in Fresno, Calif.
FSI Adds Over 150 New Financial Advisor Members

The Financial Services Institute has added advisors from Capital Investments Companies.

FA Green

Big-Company CEO Pay Now 204 Times Typical Worker's Wages

Former J.C. Penney CEO was paid compensation nearly 1,800 times the average department store worker.

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