Client Calendars Show Clients How Much You Do for Them
Client service calendars let your clients know that you and your firm are actively taking care of their finances throughout the year.
The Case for a New Advisor Designation: ‘Fiduciary-Only' Advisors
“Fiduciary-Only” advisors would create a new level of trust between retail investors and advisors — and become the next “powerful marketing tool.”
New ETF Based on Workplace Equality Index
Years ago, Denver Investments built an index of companies with gay-friendly workplaces. Now it's rolled out an ETF to meet like-minded investors' needs.
Should Stock Investors ‘Fight the Fed’?
One of the oldest rules on Wall Street is don’t fight the Fed. But that knee-jerk response might be wrong, Barry Ritholtz says.
Private Placement Variable Annuities: The Luxury Retirement Vehicle of the Future
In most instances, the needs of the ultra-high-net-worth client simply cannot be met through the traditional retirement planning vehicles and strategies.
When Outsourcing Investment Management Makes Sense
Outsourcing your investment management duties might not be as expensive as you think.
Some Money Market Funds Have to Be Honest With You
New SEC rules create a two-tier system: institutions get to know the cold hard truth about their investments' value, but individuals are still coddled.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
Robo-Advisors and Online Financial Advice: The Difference
In the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
I Was a 401(k) Robo-Advisor and Didn’t Know It
There are straightforward ways to work with new and existing clients — and technology — to boost your business.