You’re the Fed Chairman. What Would You Do?
Many observers think the outcome of the upcoming FOMC meeting is a no-brainer. Barry Ritholtz puts that thesis to the test.
5 Steps to Take Now on Year-End Tax Harvesting
December is when you should gather data on your clients’ 2015 mutual fund capital gains distributions and take action.
Tech Support: New Website Connects Advisors With Services
I’ve written before that technology gave rise to the independent advisory industry.
Don't Rule Out the BRICs
Analytically sound concepts need not always translate into durable investment approaches -- and for good reasons
Optional Death Benefits Broaden Investment-Only VAs' Surge
Unlike sales of most other variable annuities, IOVAs are gaining steam, and some have optional death benefits.
Why We’re in a Bull Market for Donor-Advised Funds
The benefits to many clients are clear — in fact, there are at least 12 — and the timing is right.
Journey to CRM Success, Pt. 4: Planning, Data and Setup
Now that you've decided to embrace a CRM system, make sure you take these three critical preparation steps.
What's Worse Than the SEC's Revolving Door?
The problem: How to get qualified nominees with expertise in areas relevant to regulating capital markets and publicly traded corporate entities to be SEC Commissioners?
Don’t Fear the New Boss at the Minneapolis Fed
For one thing, former Treasury official Neel Kashkari isn’t a liquidationist, despite what Paul Krugman thinks.
10 SEO Tips to Pump Up Your Sales Pipeline
If your services cannot easily be discovered via search engines, you are neglecting a potentially powerful online sales pipeline, Brian Hart of Flackable writes.