Overcoming RIAs’ Top 4 Business Hurdles: 5 Ways to Increase Profits
Here’s one example: Stop thinking of the segregation of sales and service people, and stray from the “one rainmaker” approach to profitability.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
New Hybrid Indexed Annuities Balance Market Volatility
Insurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
Has the CFP Board Overplayed Its Hand With the Camardas?
Even if the Board wins its suit, what will be the long-term cost in the hearts and minds of other CFPs?
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
Investing Like a Billionaire: Buffett and Icahn’s Energy Investments
Buffett’s energy play includes investing in spinoffs of companies he’s already backed, while for Icahn, the energy sector comprises just 19% of his equity holdings.
The Market Dependency of Private Equity Funds: Searching for Alpha for September 2014
PE funds are more market dependent than you might suspect. Here's why, and how, along with how the market indexes performed in August.
The Secret to Turning Prospects Into Clients? Listen
As an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.