by Evan Simonoff
August is traditionally a slow month for most Americans, including many advisors, and I’m sure most of you deserve to take some hard-earned vacation time after four or five tough years.
by Evan Simonoff
If anyone needed further evidence that the RIA business has emerged as the major force within the personal finance space, take a look at Financial Advisor’s eighth annual RIA survey...
by Evan Simonoff
In next month’s issue, we’ll conduct our eighth annual RIA survey and you’ll get a picture of how much this profession is changing.
by Evan Simonoff
For the financial markets, the big news early in the second quarter was the collapse of gold, which was down 15% in just two days.
by Evan Simonoff
In this month’s cover story, senior editor Eric Rasmussen profiles Jane Williams, who co-founded Sand Hill Global Advisors in Palo Alto, Calif., just about three decades ago...
by Evan Simonoff
This month I had an interesting experience interviewing advisors about the problems of retirees living beyond their means...
by Evan Simonoff
In only seven years, all of America will look exactly like Florida does today, at least on the age spectrum.
by Evan Simonoff
Back in the 1980s, there was a famous Bronx borough president who kept a sign on his desk that read, “Crime doesn’t pay as well as politics.”
by Evan Simonoff
According to a report from the International Energy Agency last month, America is likely to become self-sufficient in energy by the end of the decade...
by
Dorothy Hinchcliff
I asked my 88-year-old father recently how he thought the mood in the United States compared to what it seemed in other decades he remembered...
by
Evan Simonoff
Only 18 months after counseling investors that most fixed-income securities were unattractive investments and equities offered better potential returns, Pimco's Bill Gross reverted to pronouncing...
It's hard to deny that events playing out over recent months have borne any eerie similarity to those of the first half of 2008...
by
Evan Simonoff
When the International Association For Financial Planning (IAFP) merged with the Institute Of Certified Financial Planners (ICFP) 12 years ago, members of both groups hoped the new...
by
Evan Simonoff
In mid-February, I had the opportunity to listen to a conference call from the provocative DoubleLine CEO Jeffrey Gundlach in which he drew many parallels between today's world and the...
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? The picture that appears in a series of recently released transcripts...
by
Evan Simonoff
Since the middle of the summer, financial advisors and their clients have been whipsawed by equity market volatility as they have gotten bombarded by a continual stream of negative news, most of it...
