Emerging Markets: Opportunities Abound, but Beware the Index
By owning the common passive EM equity strategies, investors could be exposed to far more risk than they realize.
For Clients Selling Their Businesses, M&A Can Get Messy
Determining the anticipated proceeds of the sale of a client's business is not always as simple as it seems.
4 Retirement Plan-to-IRA Rollover Situations to Think About
This may be your bread and butter ... but how much do you really know about the butter?
Using Big Data Gives Investing Edge With ETFs, Risk
Big data is about faster, better analytics, that help extract that “needle from the haystack” using the latest data science.
Tibergien’s Comments on RIAs Are Tough, but Deserve to Be Heard
The Pershing Advisor Solutions CEO's candid comments to me about the industry are sure to upset many RIAs.
Slow Way Back to Health Care Status Quo
In Maine, for example, voters are voting on whether to expand Medicaid.
5 Ways to Get a Better Client Fit
Some wonderful shoes may be wrong for you. The same is true of clients.
10 Lessons From the Fall Frenzy of Financial Activity
The relatively short time between Labor Day and Thanksgiving is a blur of activity in the investment industry.
Republicans' Bold Tax Moves May Pay Off Later
The author contends that a little change now could lead to bigger, better changes.
Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.