10 Things Everyone Should Know About Bond Investing
For long-term investors, when the Fed raises interest rates is irrelevant to the construction of a high-quality bond portfolio.
Advisors, Give Your Clients Permission to Spend
People with a healthy relationship with money view it as a tool. So why would a wealthy client hesitate to use it?
Training for Volatility
How broker-dealers are finding the right people for turbulent times.
What Annuities Can (and Can’t) Do for Retirees
With proper handling and expectations, annuities are powerful retirement income tools, Michael Finke writes.
For Compliant Advisors, Known (and Unknowable) Unknowns
The SEC, FINRA, DOL — regulations and oversight come from all sides, and anticipating what's compliant today but won't be tomorrow is a tricky game.
America Is Changing. Are Advisors Ready?
Big shifts in the U.S. population will challenge advisors’ assumptions about planning and may well lead to a change in the demographics of their clients.
Going Independent: Several Choices, Several Solutions
Here's how to navigate the numerous options available for a dramatic career shift.
IRA Rollover Boom Spells Opportunity for ETFs: Finke
ETFs provide modest advantages over mutual funds in IRAs, but they could provide significant advantages in taxable accounts when boomers take RMDs, Michael Finke writes.
Why and When Active Managers Shine (and How to Spot a Good One)
Certain behaviors point to skilled active managers who can potentially outperform through market cycles.
Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.