How to Blend Active and Passive Investing Strategies for Better Outcomes
Advisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.
Experimenting With New Compensation Models
The variety of fee structures is growing, as advisors fine-tune offerings for a changing client base.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.
Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Advisors’ Human Capital Disaster
Three overlooked trends are already playing out with the potential to make the advisory industry's talent shortage a catastrophe, recruiter Jon Henschen writes.
Collaborative Divorce: A Win-Win Dissolution
Remember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
Clearing Firms Join the Robot Race
Robo-advisors and other new technologies are transforming the clearing space.
In Financial Data, Small Is the New Big
While big data is here to stay, forward-thinking advisors are finding a wealth of relevant information right in front of them.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.