Your Personal Road to Independence: Should You Take It?
If you’re an employee advisor, ask yourself these questions before you hit the independence accelerator, Mike Patton says.
Tracking Your Advisory Firm’s Vitals
How to track your firm's current business metrics to better plan for 2016.
Investing in Oil ETPs: Should You Take the Chance?
When investing in energy products, should you use an oil ETP? There are pros and cons to these complex instruments.
5 Simple Questions to Ask as an Advisory Firm CEO
To work on your business rather than in, start by asking these five questions, then go deeper into specific areas where you need clarification.
Using Kwanti’s Portfolio Lab Software With Clients
You may not have heard of Kwanti, but it has a great portfolio analytics tool that’s worth your consideration.
Year-End Tax Moves You Should Start Planning Now
Fall is in the air. This is a good time to assess your clients’ income taxes from their taxable investments.
Are We on the Verge of a Liquidity Crisis?
Nouriel Roubini sees a "liquidity time bomb." Then there's the liquidity-expanding actions of the central banks. Tick, tick, tick...
Is Now a Good Time to Invest in Energy? A Look at the Fundamentals
A look at the fundamentals of worldwide energy supply and demand suggests we may not have hit the bottom for energy stocks.
In Search of the Right Portfolio Analysis Tool: Kwanti
Kwanti is an excellent portfolio analysis tool, and its price is right.
Keeping Track of Client Accounts Efficiently
With a little coding help, when I download client account data from my custodian, all my client accounts now update automatically.