A 5-Step Process to Utilize Your Existing Technology: Adoption & Summary
Buy-in and adoption of both new and existing technologies starts from the top and radiates from there.
6 Steps to Using Social Media to Build Your Advisory Business
Being trusted, engaging and responsive on social media outlets are keys to success when communicating online.
SEC Wants Exchange-Traded Funds to Be Easy to Trade
An efficient-markets-fundamentalism model of the SEC is actually pretty good for predicting what the SEC will do. Except about insider trading, I guess.
Have the CFP Board’s Recent Punishments Fit the Crimes?
First, do no harm. Was harm done in the cases of Ron Rhoades, “fee-only” wirehouse brokers and the Camardas?
Teenage Drivers: Risks Are Larger Than They Appear
You know the traditional hazards, but there is another largely unknown financial risk of particular import to high-net-worth families.
The Critical Importance of Asset Coordination in Retirement Planning
Failing to account for Social Security in the retirement portfolio is a major fiduciary fail, putting the client’s retirement and the advisor’s business at risk.
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
Building the Modern-Day Stretch IRA: Proceed With Caution
The Supreme Court’s recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
Ritholtz: The Easy-Money Stock Market Is Over
There's a palpable tension in the equity markets, Barry Ritholtz writes. So what is happening beneath the surface?