GAINPLAN

Insights

Welcome to our blog.

We live to shake up the industry. Here’s what we’re thinking.

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  • February 29, 2016

    The IRA Aggregation Rule Explained

    Here we explain what the IRA Aggregation Rule is and how it impacts investors. Read More

    Author: Thad Schlaud

    Topics: Industry Ideas

  • February 29, 2016

    The Financial Industry's fight against the Fiduciary rule continues

    I’ve been commenting recently about the Financial Service Industry’s fight against the fiduciary standard. Many of you know that I consider this to be one of the biggest and most important issues facing investors. I want to address the arguments the industry is spinning to try to derail the fiduciary standard. Read More

    Author: Jeff Ivory

    Topics: Industry Ideas

  • February 25, 2016

    The Need for a Financial Advisor

    This week Nick Pagano discusses the Client / Advisor relationship, and how continuous service is better than a short term relationship in times of financial need. Read More

    Author: Nick Pagano

    Topics: Careers, Gainplan Facts, Industry Ideas

  • February 22, 2016

    What we're reading this week

    Last week we found articles on the tax free treatment of roth distributions, Jaime Dimon's lazy morning routine, Citibank's mishandling of collections, stupid emails and Robinhood. Check out what we're reading. Read More

    Author: Thad Schlaud

    Topics: The Market, Industry Ideas

  • February 15, 2016

    What we're reading this week

    This week we look at mutual fund fire sales, should Google buy AIG, and Matin Shkreli. Here's what we're reading this week. Read More

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

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