Ritholtz: The Black Friday Hoax
Industry predictions of holiday sales range from wild guesses to complete fabrications, Barry Ritholtz writes.
How Fiduciary Advisors Can Change Wall Street—Again
Ron Rogé and NAPFA pushed, and the public pulled, big brokerages to adopt an AUM model. The same can be done with a fiduciary standard.
Clients Showing Signs of Dementia: The Advisor’s Role
Don’t drop your aging clients at the first sign of cognitive impairment. Alternatives exist if you’re prepared.
4 Lessons Peyton Manning Can Teach Advisory Firm Owners
Once a firm owner decides to grow the firm beyond some clerical help, a successful advisory firm is a team game.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
Can the Social Security Trust Fund Survive?
Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
Money Rolls In for the Money Managers
We can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
Helping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.