4 Signs the Wirehouse Team Ain’t Movin’
There are some easy ways to probe the real intentions of advisors who say they want to go independent.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
Why It’s So Hard for Brokers to Act in Clients’ Best Interests
A study covered in "Freakonomics" confirms: There is more money to be made taking advantage of investors than there is acting in their best interest.
Viewing Financial Planning Software From a Client’s Perspective
One benefit of eMoney: clients can easily and quickly create their own websites, then customize its content.
There's No Shortage of Bad Ideas on Social Security
Social Security is an emotional topic, made more so by misinformation.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
3 Reasons We’re Not at a Market Top: Searching for Alpha for June 2015
Disappointing GDP data and hints of an impending rate hike led some market watchers to predict a stock drop. Are they leaving the party early?
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth
Among U.S. large-cap mutual funds, active beats passive.
Banks Will Keep Doing FX Stuff That Got Them in Trouble
Every banking scandal brings tension between up-in-arms regulators and banks, who are like, "What? This? We've done this forever. We thought it was fine."
How Super OSJs Bring Innovation to Broker-Dealers
While broker-dealer management is distracted by heavy-handed regulation, BD producer groups (aka super OSJs) are providing multiple new benefits to reps.