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Practice Management

  1. Fiduciary Rule Should Be Largely Positive for Investors

    In a comment letter to the SEC, Morningstar’s Aron Szapiro explores what changes the fiduciary rule has had on the asset management industry and what the SEC can do to help investors. 

  2. Replace the Stretch IRA?

    Today's rules have created a lottery system, and those under consideration in Washington would only make things more complicated.

  3. Do We Need a 'Harmonized' Fiduciary Standard?

    Efforts to sync a standard between stockbrokers or insurance agents and advisors would fall short.

  4. How to Overcome the Threat Posed by Automated Investment Advice

    New tools and competitors are forcing advisors to more clearly define the value they provide to clients.

  5. The Effect of Framing on Financial Decision-Making

    People respond differently to options based how the options are presented. That matters for your clients.

  6. Leaving An IRA to Charity

    Charitable giving can become messy when it involves multiple beneficiaries and retirement and nonretirement assets.

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