Making the Right Tech Moves
If you’re making a living giving financial advice to clients, you’re probably overestimating how much better you are than a computer program.
What's the Point of Investing?
It's a question advisors need to ask clients — and themselves — as part of a goal-based approach, Michael Finke writes.
Why Evidence-Based Investing Can Improve Your Practice
Scientific evidence points to where advisors can provide significant value — not in short-term stock picking but in helping clients achieve long-term goals.
The Risks & Rewards of ESG-Based Investing: Finke
A March 2016 Gallup survey found that 64% of Americans are either worried “a great deal” or “a fair amount” about climate change, up from 51% in 2011.
Finke: Keys to Retirement Planning in a Low-Yield World
It’d be nice to believe market returns will be as high in the future as they were in the past. Science suggests they won’t.
How Advisors Can Fight Elder Financial Abuse
Fending off exploiters of elderly clients is a difficult task; advisors should embrace it.
Finke: DOL Rule May ‘Drop Bomb’ on Asset Management Industry
Annuities, nontraded REITs and even mutual funds face a transformed environment under the DOL fiduciary rule, Michael Finke writes.
Will Robos Send Advisors the Way of the Travel Agent?
Will advisors be disrupted by technology, as travel agents have? Or will more tech simply improve service, as with graphic design? That depends.
Finke: Putting Millennials’ Finances Into Focus
One of the problems with creating generational cohorts is that we’re tempted to focus on stereotypes. Here's what the data show about millennials.
Crowdfunding and Peer Lending: Time to Swim With the Sharks?
Clients are showing interest in nontraditional funding techniques; advisors can help them understand the risks and benefits.