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.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
3 Reasons We’re Not at a Market Top: Searching for Alpha for June 2015
Disappointing GDP data and hints of an impending rate hike led some market watchers to predict a stock drop. Are they leaving the party early?
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth
Among U.S. large-cap mutual funds, active beats passive.
Banks Will Keep Doing FX Stuff That Got Them in Trouble
Every banking scandal brings tension between up-in-arms regulators and banks, who are like, "What? This? We've done this forever. We thought it was fine."
Bond Investors Walking ‘Tightrope’ Have Second Chance to Diversify
Instead of succumbing to taking on more risk for less reward, fixed income investors do have another option.
Energy MLPs: Taking a Closer Look After the Oil Bust
Like Jon Snow on “Game of Thrones,” energy investors may feel like they know nothing after 2014, but here's what advisors need to know.
Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
No Liquidity for You (or Your Clients): Tactical Allocation Funds
Remembering the wisdom of Keynes, advisors should consider the overlooked effects of the rising popularity of tactical funds in client portfolios.
With Likely Fed Rise Delay, Where to Invest Now
Equities may be the only game in town, but measured by Warren Buffett’s favorite valuation indicator, stocks are overvalued. Here's where I see value.