Warren Buffett’s Huge Pile of Cash
When Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.
Minimizing the 3.8% Medicare Tax From Retirement Account Distributions
Advisors can prove their worth in helping clients minimize the impact of the new 3.8% net investment income tax that can come from retirement accounts.
How an Advisor Can Outsource Money Management While Staying Involved
Managing money on your own takes a lot of work, but this outsourcing strategy allows me to stay involved while using the best managers.
How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.
This Isn’t a Stock Market Top: Searching for Alpha for August 2014
Where’s the market going? Was yesterday a harbinger or a blip? GDP, earnings and jobs reports could help quell the "call-the-top" hysteria.
FINRA Move on Brokers' Expungement a Good First Step
Over the past five years, state securities regulators have used the CRD and IARD public records to weed out more than 20,000 bad actors.
Why Endowment Funds Like Yale’s Are Doing Just Fine
There’s a reason endowment funds underperformed in the current bull market but outperform over market cycles. Here’s how Yale does it.
Client Calendars Show Clients How Much You Do for Them
Client service calendars let your clients know that you and your firm are actively taking care of their finances throughout the year.
The Case for a New Advisor Designation: ‘Fiduciary-Only' Advisors
“Fiduciary-Only” advisors would create a new level of trust between retail investors and advisors — and become the next “powerful marketing tool.”
New ETF Based on Workplace Equality Index
Years ago, Denver Investments built an index of companies with gay-friendly workplaces. Now it's rolled out an ETF to meet like-minded investors' needs.