Thinking Boomer: Understanding This Generation and What They Need From You
Many advisors are boomers themselves, and have been working with boomer clients for years. What could possibly be new?
Amy Finkelstein’s Deep Dive Into Annuities & Insurance
The MIT economist wins the 2017 Achievement in Applied Retirement Research Award for her analysis of market inefficiencies
Prophets of Doom With Too Much Gloom
Bill Gross and Paul Singer may be right that another crash is coming, but their prognostication sounds more like wishful thinking than objective analysis.
Stocks Rally in May — So Why Are Bonds Rising?
As market gains broaden, with emerging and developed equities finally closing the gap, why are bond prices rising?
Secretary Acosta, Candor and the DOL Rule
Labor Secretary Alexander Acosta’s Wall Street Journal op-ed last week on the DOL fiduciary rule is a public service.
When Life Insurance Isn’t a Lifetime Investment
When a client needs to part with a “permanent” type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
Under Pressure: The 2017 Broker-Dealer Reference Guide
For the firms participating in Investment Advisor's annual Broker-Dealer Reference Guide, the competitive and convoluted atmosphere they face today can be perplexing.
Thinking Gen X: An Overdue Look at an Overlooked Generation
This generation is underappreciated for how its members behave: hardworking, tech-savvy, intelligent and independent.
How to Put Evidence-Based Investing Into Practice
EBI offers a way to answer investment questions in a systematic, analytical, and scientific manner in the four staight-forward steps.
When You’re Gone, Will Your Firm Endure?
Many advisors find themselves stuck when it comes to creating a viable succession or exit plan.