Finding a Custodian That Fits, Part 3: Its Technology
How I use my custodian's technology to run my practice more efficiently and serve my clients better.
The Markets at Midyear, Sprinkled With Fairy Dust
As investors bask in a comforting monetary-policy landscape, they shouldn't be so foolish as to dismiss the blunt warnings from the Bank for International Settlements.
3 Ways Advisors Must Change to Survive Robo-Advisors
Financial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
It’s Not the Heat, It’s the (Lack of) Volatility: Searching for Alpha for July 2014
Today’s low-vol, high-returning scenario may well attract new money to the markets, but a return to more normal volatility levels could quickly reverse those flows.
Financial Planning Software Tradeoffs: My Experience
I considered using a different financial planning software package, but decided to stay with my current software. Here’s why.
Mutiny? Brokers Are Embracing Fiduciary Standard, if Not Their Employers
Deutsche Bank suit and countersuit show that some brokers are putting their clients' interests first even when their employers dictate otherwise.
Ritholtz: The Shame of Alternative Investments
The "Yale model" of investing no longer works, Ritholtz says, because there just aren't enough good alternative investments to go around.
Qualifying 401(k) Dollars for Stretch IRA Treatment
Stretch IRAs can allow beneficiaries to stretch tax-deferral benefits for years after the original owner’s death, but beware of the potential tax hit.
Finding a Custodian That Fits, Part 2: TradePMR
In the second in our series on the pros and cons of RIA custodians, we take a closer look at TradePMR.
What’s Up With Bill Gross? Morningstar Crowd Baffled
Reaction to the PIMCO leader's keynote speech at Morningstar Investment Conference was quick, widespread and heavily digital.