Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.
Should Mutual Funds Be Illegal?
There's a congealing regulatory view that index funds are Good and active management is Bad, Matt Levine writes.
Dear Dr. Bernanke: Pace Yourself!
Barry Ritholtz writes an open letter to the former Fed chairman, who has a new consulting deal with the hedge fund Citadel.
3 Sectors Where Billionaires Bought Ahead of Earnings Season
Where billionaire hedge fund managers like Carl Icahn, Bill Ackman and Warren Buffett placed their chips ahead of first-quarter earnings.
Efficient Technologies Inc. Takes Advisors to the Next Level
Richard Walker successfully solved a mundane yet major problem for advisors like himself: forms, forms and more forms.
Get a Bigger Assist From Your Sales Associates
In-depth knowledge of available sales support tools not only helps address investor needs but can create a more valuable and efficient business.
This Is What the Fiduciary Debate Is Really About
Financial advisors are taking the lives of their clients in their hands. If advisors don’t understand this, they can do a lot of damage.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
Avoid an Income-Based Chain Reaction to Reduced Social Security Benefits
A reduction in Social Security checks can cause major planning issues for retired clients, so watch out for Medicare’s two-year lookback.
Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.