Evan Cooper
InvestmentNews
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Past articles by Evan:
State regulator revokes registration of adviser who sold Woodbridge securities
Investment representative Gary Scheer was also assessed $750,000 in civil penalties for selling fraudulent investments. → Read More
Andrew Sieg of Merrill Lynch on bank synergies and acting in clients' best interest
The company's president talks with InvestmentNews about what's next for the Thundering Herd. → Read More
The new paradigm of portfolio construction
Current thinking about the best way to construct investment portfolios stems from seminal events in 1952, 1993 and 1605. Yes, 1605. That was the year when perhaps the cornerstone of portfolio construction — the value of diversification — first was articulated in print. While the context had nothing to do with securities, because they didn't yet exist, Miguel de Cervantes observed in his classic… → Read More
Discussing volatility with clients — with a twist
Advisers should use tactics that rely on behavioral finance insights to encourage investors to behave wisely in volatile markets. → Read More
Joe Duran has a game plan, and anyone can play
The CEO of United Capital built a formula for holistic financial planning that any firm can tap into — for a price. → Read More
What is shaping the advice business of tomorrow?
Investmentnews gathered the profession's up and coming leaders to identify key drivers of change and offer a glimpse into financial advisers' future. → Read More
Retirement plan adviser sales mostly for small players
Purchases largely involve books of plan business from non-specialists. → Read More
FAANGS and other forces that could disrupt business for retirement plan advisers
Potential scenarios the retirement-plan community could soon find itself facing. → Read More
Retirement adviser aggregators want teams, not individuals
Tips to help small advisers looking to sell or join a specialist. → Read More
More retirement plan participant data, please
Advisers seek detailed client info to compete more effectively. → Read More
Advisers must expand beyond financial planning for future to tackle life today
Shift in service will affect compensation. → Read More
Future advice business will still require human touch for clients
Advisers should not fear being automated out of existence. → Read More
Broker-dealers debate big data and other technology promises
Will fintech ever generate the business analytics advisers want? → Read More
Do financial advisers need mandatory technology adoption?
Fintech can't work if it's not used, but not everyone agrees whether to use carrots or sticks. → Read More
What's the next emerging technology for advisers?
Fintech firms to embrace Alexa, holograms and more to help advisers deliver financial help to clients. → Read More
Top 10 overlooked tax deductions
As the year winds down and the process of gathering documents for 2017 tax filing gets under way, many advisory clients skip over deductions that can add up to hundreds of dollars. Here are the top 10 tax deductions taxpayers are overlooking, according to TurboTax. → Read More
Emerging issues affecting financial advice
The profession will need to adjust to enormous shifts in the socioeconomic environment in the coming decade. → Read More
The future looks very different
What's next? Is the past prologue? The hunger to know our future is woven into human DNA. In the financial advice business, particularly at this time of great change, that need is acutely felt. For a uniquely informed perspective on where the advice profession is heading in the coming decade, InvestmentNews assembled leaders from among the next generation of advisers and other key industry… → Read More
What plan sponsors look for in a 401(k) adviser
Clients are looking for more when it comes to participant education, communication, investment reporting and investment results. → Read More
Regulatory changes abroad hint at the DOL fiduciary rule's potential impact
U.K., Australia both both passed fiduciary rules, though their versions weren't limited to retirement advice. How have they fared? (More: Coverage of the DOL fiduciary rule from every angle) → Read More