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.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
The New Retirement Dream: Relocation
Moving where money goes further has gained popularity as a retirement strategy.
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.