Finding the Right Fit; Getting the Right Advice
Darrell Reese and Paul Kink say they were lucky in their timing, and that they share the same values, in transitioning the firm.
How Live Oak Is Solving RIAs’ Succession Problem
Many older advisors struggle to finance their succession deals. But Live Oak is willing to lend to advisors when many other banks aren’t.
Rate Hike Could Ease Pressure on Emerging Markets
Emerging markets have never been so undervalued and so undersold as in 2015, says Wells Capital's Anthony Cragg, but choose regions, countries and companies carefully.
Bad Days Mean Bad Investments for Clients
Your clients’ moods affect their investment decisions and willingness to take on risk, research shows.
Chicks, Chat and Change Blog Helps Women Tackle Their Planning Goals
Instead of awkward cold calling, planner Ann Zuraw started blogging to grow her practice.
Delayed Gratification a Risky Move for Investors
Not only do most people want instant gratification, they also believe that waiting too long for something implies greater risk, says researcher Michael Bixter.
Investing in Africa: Not Just Natural Resources Anymore
Like in Latin America 30 years ago, the rise of a middle class and the growth of the consumer economy provides opportunities.
First Quad-A Conference Bridges Gap for African-American Advisors
Although the industry is becoming more diverse, most African-American advisors still "operate individually," says planner Brewer, "and it’s hard to find others and make connections."
What Do Impact Investors Really Want? New Barclays Tool Helps Advisors Find Out
Impact investing has become something of a buzzword, but there's still a mismatch between what investors want to do and how they can do it.
Hedge Fund Exploits Changing Political Climate
Investor reactions to political developments create mispricings in the market, says David Coggins of Coral Gables Asset Management.