‘Passing the Hat’ Is No Substitute for Planning

More people are using crowdfunding sites to take the place of life insurance to pay for funeral and burial expenses.

September 2017 |  Read Article

The Forgotten Generation X

This generation has money and power. Yet companies often ignore Generation X in favor of the baby boomers or the millennials.

August 2017 |  Read Article

Unconscious Bias Hinders Efforts To Diversify the Advisor Force

How many potential advisors or corporate leaders have not been given an opportunity or promotion because of their age, name or appearance?

July 2017 |  Read Article

Help Abused Women Reach Financial Freedom

Victims of domestic abuse may find their abuser also has damaged their financial life.

June 2017 |  Read Article

Helping African-American Clients Bridge the Wealth Gap

African-Americans are lagging behind their white counterparts in retirement preparedness and wealth building. How the financial services industry is helping address this issue.

May 2017 |  Read Article

Widows, Widowers and their Advisors: A Glass Half Full

Reasons why those who are widowed keep their advisors, switch advisors or become unadvised.

April 2017 |  Read Article

Virtues Are as Important as Values

We need a clear understanding of the importance of virtue so that we can better live our values.

March 2017 |  Read Article

Diversity in Financial Services: The Time Is Now

The financial services industry can take a lesson from two organizations that have made concerted efforts around diversity and are working to create a leadership pipeline for women and minorities.

February 2017 |  Read Article

Goodbye, Vegas: What the DOL Rule Means for Reward Trips

The Department of Labor’s conflict of interest rule means that financial institutions must begin to create a new fiduciary culture.

January 2017 |  Read Article

ACA: Time for a Checkup

The Affordable Care Act has achieved some of its goals, but it needs some major changes in order to be successful.

December 2016 |  Read Article

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