Choosing Technology for Your Advisory Firm—CRM and Financial Planning
Both software tools sit at the center of a planner’s practice. Here are some issues to consider, and resources to help you decide.
Investing in Energy ETPs: The Effect of Contango & Backwardation
It may not be advisable to simply buy-and-hold energy exchange-traded products, but rather as a tactical component of a portfolio.
A Boon of Independence: Choosing Your Technology—Cost and Time
When considering what technology tools you should have in your practice, start with the services you offer clients, then consider the cost and time factors.
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...