Voices

Voices Fidelity Zero vs Vanguard: Which index fund is better?

Allan S. Roth
Founder Wealth Logic

Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.

Fee disclosures August 14

Fee disclosures August 14
Voices Wells Fargo was hit with more scandal. But does anyone care?

Victoria Finkle
Editor American Banker

The bank continues to battle a series of negative headlines such as erroneous foreclosures, but public and investor reaction has been muted.

Financial planning August 14

Financial planning August 14
Voices Do advisors cave to peer pressure?

Carolyn McClanahan
Director of Planning Life Planning Partners

Leave this bad influence back where it belongs — in high school.

Client communications August 14

Client communications August 14
Voices When to show HNW clients the Roth IRA back door

Kimberly Foss
President and founder Empyrion Wealth Management

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

High net worth August 6

High net worth August 6
Voices Regulation BI is BS

Dan Moisand
Principal Moisand Fitzgerald Tamayo

The commission’s draft fails miserably as a consumer protection measure for the public and actually makes matters worse.

Regulation Best Interest August 3

Regulation Best Interest August 3
Voices There's a cure for what ails Wells Fargo Advisors

Frank LaRosa
CEO Elite Consulting Partners

Advisor attrition is up at the beleaguered firm, but it doesn't have to be.

Wirehouses July 20

Wirehouses July 20
Voices Rates are rising. Are unconstrained bond funds still worth the risk?

Dave Grant
Founder and planner Retirement Matters

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

Treasurys July 19

Treasurys July 19
Voices Wells Fargo leadership team misses the mark again

Frank LaRosa
CEO Elite Consulting Partners

The wirehouse's latest initiative is effectively a way for the firm to circumvent the protocol without actually getting out of it.

Wirehouses June 25

Wirehouses June 25
Voices What advisors can learn from a walk through a shoe store

April Rudin
CEO The Rudin Group

The concept of ROI is shifting for young investors.

Thematic investing June 21

Thematic investing June 21
Voices How to surf the $30 trillion inheritance wave

Bob Verrico
Executive Chairman InvestingChannel

Only about a third of advisors have an asset-transfer plan in place, according to research.

High net worth June 14

High net worth June 14

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