The Robo Threat Is Here to Stay. Are You?
Here are two ways advisors can thrive and survive in today's changing landscape.
Final DOL Rule Could Place Indexed Annuities Under Variable Umbrella
Advisors should thus ensure that sales practices comply with the rules.
Malkiel: Why Emerging Markets Investing Is Well Worth the Risk
Adding emerging markets to a global portfolio could reduce risk, while CAPE data suggests EM could yield attractive long-term returns, Burton Malkiel writes on ThinkAdvisor.
Maybe Financial Markets Have Been Wrong All Along
The disappearing value premium suggests that stock prices might not be the best available estimate of a company’s value after all.
Why Are Emerging Markets Submerging?
Two major forces are driving emerging markets' recent underperformance.
First Quad-A Conference Bridges Gap for African-American Advisors
Although the industry is becoming more diverse, most African-American advisors still "operate individually," says planner Brewer, "and it’s hard to find others and make connections."
Stock Jocks Get Their Knocks at BDs
The number of transactional representatives will shrink further as their risk versus reward to BDs no longer supports their business—and compliance—models, Jon Henschen writes.
About That Roth Conversion Cure: Watch the Side Effect
Clients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
Caveat Empty: Most Clients Don’t Understand the Brokerage Business
The principle of caveat emptor went out the window when brokers started using the moniker “advisor” to evade the ’40 Act standard.
Going Indie? Choose Your Tech Tools Wisely
As a newly independent advisor picking tech tools, I felt like a kid in a candy store. But it’s important to build slowly and prioritize.