5 Tips on Estate Planning to Avoid Common Pitfalls and Distress
As a financial advisor working with families on a regular basis, you may be the first to spot potential estate planning problems and address them before it is too late.
A Compelling Combination: Why Advisors Are Pairing Value and Low-Vol Factors
These two factors may be significant over the next six to 12 months. Here are some of their investment applications for advisors and investors.
3 IRA Transactions Exempt From DOL Fiduciary Level Fee Rule
There are three recommendations that are fiduciary in nature and automatically result in prohibited transactions under DOL's fiduciary rule, and they all involve IRAs.
Helping Clients Understand Why They Shouldn’t Fly, or Jump
There are cogent reasons why investors, like airline passengers, shouldn’t go it alone, our data shows.
Finding the Best Options for Lump Sum Pension Buyouts
How to help clients presented with lump sum windows from pensions decide whether to take the lump sum and how to invest it.
What Advisors Need to Know About Factor-Based ETFs
In order to explain the potential advantages and risks to clients, advisors need to understand how factor-based models differ from typical buy-and-hold approaches.
How to Invest Like a Billionaire (if You Are One)
Remember, billionaires make specific investments for reasons that have nothing to do with saving for a house or college or a secure retirement.
Does Banking Deserve Its Bronze Medal From the WSJ?
The Wall Street Journal’s take on the public’s feelings about Wall Street squanders a huge opportunity to address consumers' continuing distrust of the industry.
Robo Technology's Promise Redux: It’s About the Clients, Stupid
Comments on a prior blog lead me to refine my point about who will be the bigger beneficiary of digital advice platforms.
Educating Clients: How Advisors Can Go From Good to Outstanding
The advisor as teacher: why educating your clients is the missing piece of the advisor success puzzle.