Should You Outsource Your Investment Management?
Depending upon which studies you look at, somewhere between 25% and 50% of all advisors outsource some or all of their investment management functions.
Socially Responsible Investing Starts With the Bottom Line
As mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.
The Build-A-Pension Trend
“Longevity risk” is such a concern that the IRS has eased rules that make it easier for clients to protect against the risk.
3 Big Trends Driving Retirement Planning in the ‘New Normal’
Advisors’ successful clients learned investing from the “perfect storm” of the late 20th century, but those lessons are outdated, Philip Romero says.
Portfolio Management in the Active Equity Renaissance
What can we do to inspire the renaissance in active equity portfolio management?
Behavioral Finance Is a Promising Alternative to MPT
A fully developed behavioral model of financial markets does not yet exist, but several underlying concepts and their resultant implications for investment management are emerging.
What You Need to Know About Annuity Classes
Understanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
The Emergence of Impact Debt
A new kind of impact investment could encourage the risk-averse capital that’s been sitting on the sidelines to finally get in the game.
Fiduciary Rule Readiness Check: June 9 Effective Date
With the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.
RIAs, Don’t Assume You’re Already in Compliance With DOL Fiduciary Rule
Yes, the DOL rule applies to you, too, Rick Edelman tells advisors.