Aging Clients Mean Booming Market for Liquid Alts
Older clients with lower risk tolerance are fueling the growth of liquid alternative mutual funds, but their promise also holds peril.
A 5-Step Process to Utilize Your Existing Technology: Level 3 – Building Processes Into Your CRM
In the third post in our series, we focus on how to build processes into your customer relationship management software. It's easier than it sounds.
Growing Your Advisory Firm by Recruiting the 'Right-Fit' Advisor
How to find and add the right advisor, experienced or young, to your firm for growth now and succession planning later.
Can a ‘Fiduciary-Only’ Advisor Take Commissions?
An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?
Reversionary Annuities Gain Traction Among Insurance Carriers
This life insurance alternative may provide a more affordable option than a traditional annuity, since the premium is paid over time.
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!
In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.
Are 10% Portfolio Returns Reasonable?
Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
How Advisors Choose Liquid Alts: Reducing Risk, but Watch the Fees
In the second of a series, a look at liquid alts’ role in reducing portfolio risk, and how to find some hidden costs.
4 Leadership Lessons From Football to Build Your Advisory Firm
Legendary Tennessee football coach Phillip Fulmer shares his insights on vision, teamwork and legacy building.