My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
3 Myths of Retirement Investing
Rod Greenshields of Russell Investments sees three widespread myths that threaten the financial health of investors, particularly those in or near retirement.
ProfitScore’s Fixed Income Approach Sets It Apart
John McClure’s most popular strategy and, based on recent market action, the most timely, is his Long/Short U.S. Treasuries Index.
PIMCO Sold Itself Some Bonds
It's a fascinating little study in bond market liquidity. One is a story of costs, the other is a story of risks.
Even Skeptics Can Profit From Climate Change
You don’t have to be a believer in climate change to be willing to profit from it, Barry Ritholtz says.
Managing the (Mobile) Risk of Fine Art Investing
Here's a five-step guide to ensuring your clients address the risk in fine art, which usually moves from place to place.
Luring Millennials Is a Waste of Advisors’ Time
Advisors are bombarded these days by urgent calls to attract young clients. Here's why that advice is off the mark, editor-at-large Bob Clark writes.
Former Obama Official: Advisors Need to Serve Lower-Income Families
After the financial crisis, "many families who were financially secure before are now living paycheck to paycheck,” says Michael Barr.
Billionaire Investors Favoring Health Care, M&A
Rate hike, or not? Overvalued market, or not? Despite the uncertainty, two sectors are attracting the attention of billionaire investors.
My Morningstar Workstation and Redtail CMS Experiences
I'm impressed with Morningstar's interest in getting feedback on Advisor Workstation, but I wish dog-friendly Redtail had been a little more advisor friendly.