5 Cybersecurity Trends Dominating the Early 2017 Discourse
In the past year, cybersecurity has truly broken through and become not just a boardroom issue but also a dinner table topic.
Mixing Medicare and IRAs to Build Client Tax Savings
Reducing income by making qualified charitable distributions from an IRA can provide a health care financing solution for some clients in retirement.
5 Ways ‘Passive’ Investing Is Actually Quite Active
In the end, what is the so-called “passive” investing trend really all about? Lower costs.
SEC Easing of 'Accredited Investor' Restrictions: The Benefits
Permitting people of modest means to make their own investment decisions may be too radical for Congress or the SEC.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
First Ascent, which charges a flat $500-per-client portfolio management fee, offers cutting-edge solutions to today’s challenges of margin compression, robo platforms and breakaway brokers.
Portfolio Management System Is Advisors’ Most Critical Data Tool
The portfolio management system is one of the most important daily tools of any operations staff in an asset management firm.
The Goldilocks Theory of Fintech
Remember the Goldilocks fable? The infamous invader came across porridge that was too hot, porridge that was too cold, and porridge that was just right.
Wall Street Should Put All Clients First
The fiduciary rule shouldn't apply just to retirement accounts; it should apply to all investment accounts, no matter the size and type.
How to Determine Clients’ True Risk Tolerance
Risk tolerance is a much more complex and deeply nuanced concept than many advisors know.
The ‘Death Tax’ Deserves to Live
The much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.