Under the Hood: Protection From Cyber-Crime and Identity Theft—What You Need to Know
Financial advisors are increasingly targeted by identity thieves, so it's more important than ever that advisors protect their clients’ assets and information.
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!
In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.
How an Advisor Can Outsource Money Management While Staying Involved
Managing money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
When Outsourcing Investment Management Makes Sense
Outsourcing your investment management duties might not be as expensive as you think.
Discovering Daniel Kahneman’s Insights on Human Behavior
If you've ever wondered why people hold certain erroneous conclusions, this book will shine light on the subject.
The Federal Reserve Scene in Jackson Hole
The highlight of the Rocky Mountain Economic Summit for this advisor-turned-reporter: one-on-one sessions with Fed Presidents.
Finding a Custodian That Fits, Part 3: Its Technology
How I use my custodian's technology to run my practice more efficiently and serve my clients better.
Financial Planning Software Tradeoffs: My Experience
I considered using a different financial planning software package, but decided to stay with my current software. Here’s why.
Finding a Custodian That Fits, Part 2: TradePMR
In the second in our series on the pros and cons of RIA custodians, we take a closer look at TradePMR.
Finding a Custodian That Fits, Part 1: Interactive Brokers
In the first of a series, I look at Interactive Brokers' platform for RIAs.