Where Do We Go From Here?
Predictions are inherently tricky business.
Finke: When Municipal Bonds Get Exciting
Munis can hold considerable attraction, under the right circumstances.
How the Age Wave Is Remaking Financial Advice
For advisors, growing numbers of older Americans mean new responsibilities—and golden opportunities.
Strategic Beta: What Investors Need to Know
As strategic, or "smart," beta strategies become more popular, make sure you know what you’re getting into, Schwab's Tony Davidow writes in Investment Advisor.
Are Privately Owned Broker-Dealers a Dying Breed?
With the recent sales of broker-dealers, have you noticed how many BDs in the top 50 are privately owned?
Are Nontraded REITs Right for Clients?
These instruments have an appeal, but their lack of transparency is troubling, Michael Finke writes.
Rodriguez, Faber, Arnott: Research’s 2015 Prediction Panel
John Buckingham and Nicole Gelinas round out Research’s expert investment roundtable, assessing opportunities and risks for the coming year.
How to Stand Out at Any Size: 2014 Growth by Design Study
This year, “The 2014 FA Insight Study of Advisory Firms: Growth by Design” attracted more study participants than any other industry-wide benchmarking study.
How to Start Your Own RIA Firm
So you want to be an RIA? Here are the business and legal considerations to address before hanging up your shingle.
The New Retirement Dream: Relocation
Moving where money goes further has gained popularity as a retirement strategy.