Get the full story on how you can benefit from account aggregation when you download our all-in-one Account Aggregation E-book.  Within the e-book, you'll find everything you need to know about how account aggregation technology enables you to access data on held-away accounts, provide more comprehensive wealth management services, and increase AUM.

Are members of Congress profiting from insider information on companies their legislation affects, or is something more complicated - and less nefarious - going on? Those who watched the November 13 segment on 60 Minutes that accused members of Congress of insider trading are outraged at these public servants' behavior. But that outrage should be aimed at 60 Minutes itself, along with Peter Schweizer, whose new book, Throw Them All Out, provided the misleading data that was the basis for the broadcast. 

We've all seen the statistics on the number of boomers entering retirement. And every advisor has been told of the opportunities as new retirees shift from accumulating assets to accessing those savings. Tapping into the retirement is too important to be left to chance - you need a plan. Here are the five steps to make this happen.  

Financial planning advice may be so equity-centric, that people who don't want equity-style investment risk forgo the use of a financial planner altogether, as a recent Journal of Personal Finance article revealed.

A market phenomena that we can harness on behalf of our clients is momentum - the propensity for price trends to persist in the short-term. I examine the origins of momentum, illustrate its return premium and consider how managers can leverage momentum on behalf of investors.

Of the hundreds of investment books that we are asked to review, a recent one stood out for its utter audacity: '401(k) Day Trading: The Art of Cashing in on a Shaky Market in Minutes a Day,' by Richard Schmitt.  The premise of this book is as preposterous as its title.  But it raised two important questions, meriting this review.