Why Commissions Are Also Bad for Brokers
Commission-based brokers are the only guys in the hugely successful asset management game who aren’t getting cut in on the gravy train.
What Do Gundlach and Goldman Really Think of Advisors?
A conversation between two asset managers, Jeffrey Gundlach and Goldman's Kent Clark, had some revealing takeaways for advisors listening closely enough.
The Biggest Problem With Your Advisory Business? You
But you also can solve your own challenges, restoring your confidence along the way, by following these five steps.
To Maximize the Value of IRAs, Take Action When Client Is 69
IRA owners will say the year in which you turn 70 ½ is most critical, but it's the prior year when clients can reduce RMDs.
Showing Your Value to Clients With Your Planning Software
If you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their data.
Is Your Client a ‘How’ or a ‘Why’?
Advisors encounter a broad spectrum of personalities, but I've found that most clients fit into one of two categories: the “hows” and the “whys.”
Fossil Fuel Divestment: Portfolio Consequences and Strategies
Our research suggests that institutions could be better served by a “divestment” portfolio than individuals, but there’s much more to the story.
An Overlooked Benefit of Going Independent: Quality of Life
Freeing up time for a balanced life is invaluable, but too many IBDs send a message to reps that’s not much different than the wirehouses.
Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation—so tricky, only a robot might be able to defeat it.
Is the DOL’s New Proposal Really a New Broker Standard?
As I make my way through the DOL’s proposed rule changes for brokers, the sentence that keeps running through my mind is: “We’ve been had.”