Generating Returns While Protecting Portfolios From a Crash
Because stocks have continued to trend higher for so long, there is a growing sentiment that the other shoe may be about to drop.
10 Consequences of Greece’s ‘No’ Vote
The implications will be felt primarily in Greece, but also in Europe and beyond.
5 Ways Social Media Can Keep You in Front of Prospects, Clients
Social media can help your firm attract and retain customers as well as create a buzz about your products and services.
The Case for Skipping the 401(k)-to-IRA Rollover
There are important scenarios in which an IRA rollover is not the best move when changing employers.
Why Bob Veres Is Wrong on Flat Fees
Sorry, Bob, but from a client's perspective, flat fees fall flat.
Untangling the FATCA Web for Hedge Funds (Next Up: GATCA)
Think that since there is no IRS registration reqirement, U.S.-domiciled funds aren’t subject to FATCA? Think again.
A Rational Wager on Greece: Searching for Alpha for July 2015
What’s left to move stocks if the Greek drama ends? All signs indicate a strong Q2, with impressive wage growth and an improving housing market.
What You Think You Know About Advisory Firm M&A Is Wrong
Advisory firms that will sell at a premium in the future will be those with experienced, well-trained younger advisors, not the most profitable.
CFSI: Turning Greater Financial Knowledge Into Better Habits
Joshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.
Using a Stock Swap to Maximize Clients’ Compensation
In the current market, executives who receive company equity are seeking ways to maximize their wealth in a tax-efficient manner.