The Costs and Benefits of LTC Hybrids
The market for “hybrid” long-term care insurance products has been flooded as premium costs have soared.
Seeking Income When a Fed-Induced ‘Winter Is Here’
A slow tightening cycle coupled with moderate growth outside the troubled energy sector may support continuation of the third-longest equity bull market in U.S. history.
Ritholtz: Why So Many Hate This Recovery
No matter how much the economy improves, a good number of people insist it hasn’t. Three important factors are at work.
Activists Are Tough on Companies They Don't Own
Two researchers measured activism by looking not at firms targeted by activists, but at the competitors of those firms.
Choosing Technology for Your Advisory Firm—CRM and Financial Planning
Both software tools sit at the center of a planner’s practice. Here are some issues to consider, and resources to help you decide.
Are Brokers Really as Anti-DOL Fiduciary as Their BDs?
Brokers are the men and women on the front lines of where a DOL fiduciary rule would be played out. What's their perspective?
4 Steps to Insuring Clients’ Valuable Artwork at Every Stage
Less than 1% of any piece of art’s life is spent in transit, but transit-related losses account for 18% of all art insurance claims.
Guess What? Obama’s Keystone Pipeline Decision Can Be Reversed
The Keystone pipeline story might not be over yet, since a new president can reverse Obama's decision with relatively low legal risk.
You’re the Owner, So Own Up
The biggest challenge we face in working with advisory firms is when owners won’t take responsibility for their decisions and blame employees for failures.
The Robo Threat Is Here to Stay. Are You?
Here are two ways advisors can thrive and survive in today's changing landscape.