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| Behavioral Finance |
| The New Normal: Measuring Investors' Impatience |
By Francois Gadenne, Chairman/Executive Director, RIIA
It's important for advisors to consider clients' level of impatience when planning for retirement.
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| Interview |
| Five Questions for a Top Retirement Advisor |
By Ed McCarthy, CFP
A conversation about retirement planning with Dennis Paul, Senior Portfolio Manager, UBS Financial Services, New York.
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| Industry Trends |
| Sun Life's Unretirement Index: Friends & Family Trump Advisors |
By Ed McCarthy, CFP
Investors rank advisors third as a source of financial advice – an “alarming” statistic, experts say.
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| Products/Innovation |
| Collective Investment Trusts (CITs) Gain Momentum |
By Ed McCarthy, CFP
CITs' fees can be lower than those of actively management mutual funds, and these trusts are overseen by banking regulators.
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