Managing a Client’s Emotional Response to Declining Markets
It is up to us to help clients fully understand and stay true to the notion “buy low, sell high,” Mike Patton writes.
Will SEC Fiduciary Rule Address ‘Best Execution’ Quandary? Probably Not
While rulemaking would be the best approach, the SEC will continue to address through enforcement advisors' fund share class selection and so-called “best execution” duties.
With File-and-Suspend Dead, Maximizing Social Security Benefits
Start with the SSA’s own benefit calculator — and check clients' earnings history — before determining who should file and when, Bloink and Byrnes write.
5 Reasons Not to Panic Over the Markets
You can share with clients the reasons, says Daniel Kern, but you should be monitoring certain developments at home and abroad.
Stock Exchanges Are Eating Your Returns
Exchanges are quietly, yet dramatically, increasing the fees they charge for market data and access to compensate for their own dramatic declines in market share.
Tech Tools to Help You Better Know, and Serve, Your Clients
With image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
Is the Future of Financial Advice as Dim as Millennials’ Finances?
They’re saddled with debt, including short-term loans, and financially illiterate. So how can they replace your boomer clients?
The Deeper Causes of the Global Stocks Rout
What happens next depends on politicians who have placed too much of the policy burden on central banks for far too long.
Tax Law Changes Affecting Your Clients
Congress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.
How to Stop Clients From Making Emotionally Driven Decisions
As advisors, we are all in the business of providing peace of mind to clients. Here’s what I’m telling clients now about the markets.