Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
Soaring Fine Art Values Demand More Frequent Appraisals
From an insurance standpoint, sharply rising art values (and fine jewelry, for that matter) call for more appraisals. A little diversification wouldn’t hurt, either.
Client Prospecting in 2015: 4 Steps to Success
To take your prospecting to a deeper level, begin by categorizing and finish by blocking and tackling.
3 Misconceptions About Asset Protection
You can protect clients' assets from lawsuits and creditors without hidden accounts, secret agreements or fraudulent transfers. But advance planning is critical.
Broker Movement May Well Have a Banner Year in 2015
Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
Are Actively Managed ETFs Really the Next Big Thing?
There are some benefits, yes, but also some drawbacks that mitigate the cost and tax benefits of traditional ETFs.
5 Hot Retirement Planning Topics for 2015
QLACs and split 401(k) rollovers are just two of the top retirement planning trends that your clients need to be aware of.
Questions to Ask When Building or Structuring Your Team. Part II—The Specifics
A successful team will be able to discover how they click and why, and know what characteristics of your team relationships most limit your success.
Magic Johnson Gives Advice to TDAI Advisors
For one thing, the NBA Hall of Famer argues that you shouldn’t “love what you own.” He’s followed that advice in his post-basketball serial entrepreneur career.
The Institute’s Fiduciary Best Practices: What’s Missing?
Practices proposed by the Institute for the Fiduciary Standard are a great start, but can employee brokers really be expected to be fiduciaries for clients?