Closed-End Funds: Democratizing Alternative Investment Strategies
Unique structure and stable asset levels allow CEFs to invest in nontraditional, less liquid assets.
Looming Advisor Shortage Demands Better Gender Balance
The challenge of attracting women to the financial advisory profession can’t be solved without addressing the root causes.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
Ackman's Investors Won't Get Their Yachts
Channeling Fred Schwed Jr., there’s at least one more question hanging over Bill Ackman's Valeant debacle.
Thou Shalt Not Buy Biblically Responsible ETFs
The companies CWM will not invest in do not reflect “biblical values.” But the ETF provider goes further than most SRI funds.
5 questions about health care reporting this tax season
As your clients work to fulfill their 2016 reporting obligations by the March 31 deadline, they likely have many questions about what, how, and even if they still have to file for the 2016 ACA reporting year.
Advising Clients on Social Security: Talking Points, Part 3
This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the “Three-Legged Stool.”
Advisor or Adviser? It’s More Than Semantics
Suppose I called myself a “docter,” and opened a medical clinic? Or a "lawyor," and started pounding out wills for people?
How Not to Behave With Bulls. Literally.
State Street’s “Fearless Girl” statue: Good art, fine intentions, misdirected message.
4 Millennial Marketing Tips: Cheap Is the New Black
Yes, they're frugal, but use that thriftiness as a means to attract and retain younger clients.