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Summary: Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs, takes notes and helps with all her concerns, including finding her an elder attorney when her father-in-law's health was failing.
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Summary: To adapt a Charles Dickens quote from “A Tale of Two Cities,” “It is the best of times; it is the worst of times.” It is the best time to be in the financial planning business, and it is the worst time to be in the financial planning business. There is a revolution in the financial services industry; fortunately, there is no guillotine involved. As we review our practices in the light of transformation, is it the best of times?
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Summary: The most appealing position statements in financial services businesses profess a freedom from conflicts of interest. At the same time, this position may be the most difficult to prove. The Department of Labor's newly released Conflict of Interest rule is poised to raise the bar on the fiduciary standard even higher.
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Summary: Sallie Krawcheck thinks she can serve women investors better than Wall Street can, and she can do it with a robo designed specifically to account for women's concerns in its plans.
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Summary: I wanted the truth when I recently went asking female advisers about how they were treated in the wealth management business, and how they can assist other women in becoming financial advisers. I wondered, was it still the unspoken Mad Men style of the old boy’s network, or was that truly a thing of the past?
