Updated Monday, August 31, 2015 as of 9:51 PM ET
by: Jonathan Clements
August 31, 2015
Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients’ entire financial lives.
Advisors can get tripped up, not only by the work involved, but by their firm's compliance...  more »
The decline in the stock market gives clients an opportunity to convert their traditional IRA to...  more »
The Board also sanctioned 19 other advisors, including one who allegedly lied about taking an...  more »
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