by
Evan Simonoff
While working on this month’s cover story on why clients fail in retirement, I was frankly amazed when several leading advisors told me they didn’t have clients who failed in retirement.
by
Evan Simonoff
In this issue, senior editor Eric Rasmussen embarked on an investigation to find 10 outstanding young financial advisors in the profession...
by
Evan Simonoff
Target-date funds are capturing a growing share of assets in the U.S. 401(k) market, and the guess here is that it isn’t a good thing...
by
Evan Simonoff
In early February, I was fortunate to attend IMCA’s annual consultants conference and hear Richard Bernstein talk about last year’s collapse in the price of energy.
by Evan Simonoff
The thought of robots replacing professors and lawyers is somewhat amusing, but who am I to say it won’t happen?
by Evan Simonoff
Some day, when the association for associations, dubbed the American Society of Association Executives, holds its annual conference and decides to do a session on how not to implement a merger, the...
by Evan Simonoff
As life advances, one begins to realize the meaning of the observation that life is short.
by Evan Simonoff
What makes the transitions at both firms all the more remarkable is that they had a few senior principals well into their 60s or older who controlled 50% of the equity or more.
by Evan Simonoff
How does the oblivious behavior of the financial
markets square with the spread of disease and
anarchy portrayed continuously on the nightly
news and other vehicles that could be named
“60...
by Evan Simonoff
Since Banyan founder Peter Raimondi started his firm in 2008, he’s done seven acquisitions and, with Boston Private, has now created a $9 billion RIA...
by Evan Simonoff
Six years ago, a leading consultant to the advisory business told me that every major metropolitan market in the nation was about to host at least one RIA firm with $1 billion in assets or more.
by Evan Simonoff
On the eve of the worst financial crisis in 80 years back in 2006, what were the seers at our nation’s central bank doing?
by Evan Simonoff
It’s official, at least for now. Officials at Finra now say they are no longer pursuing their interest in becoming the regulator of RIAs.
by Evan Simonoff
Is the U.S. economy likely to be managed any differently by new Federal Reserve Board chairman Janet Yellen and vice chairman Stanley Fischer than it was by Ben Bernanke?
by Evan Simonoff
Many advisors evaluate themselves and their firms in terms of how their clients are doing, not by their business’s top and bottom lines.
by Evan Simonoff
It's ironic that when once-derided insurance and annuity products should be reaching their years of peak demand, their purveyors are actively seeking to limit supply.
by Evan Simonoff
Working on this month’s cover story with Karen DeMasters about the minefield the CFP Board stepped into trying to define fee-only, I found that it’s hard not to think the situation is a sad...
by Evan Simonoff
If Democrats and Republicans can work together to screw up the economy, are they capable of working together to solve a handful of problems at the margin?
by Evan Simonoff
To borrow the title of a 1990s movie, it seems the current business climate for financial advisors is almost as good as it gets.
by Evan Simonoff
An economist’s assets can be an accountant’s liability and vice versa. Take the odd nature of bank accounting, which has always intrigued me.
