Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
Top 3 Ways BDs Can Help FAs With DOL-Related Platform Shifts
Broker-dealers should help advisors with new technology, criteria for picking third-party asset managers and improved planning tools.
7 Exclusions From the Fiduciary Rule ‘Investment Advice’ Definition
The rule, or something like it, could still take effect. Better be prepared.
BlackRock Jumps to the Defense of Index Investing
The balance in market share between passive and active investing is self-regulating, the index fund provider says.
Jordan Belfort, the ‘Wolf of Wall Street,’ Offers (Ethical) Sales Tips for Advisors
Belfort tells ThinkAdvisor about his Straight Line sales system and how his drug-addled past was actually worse than in the movie.
This Fed Choice Could Spook The Bond Market
One wild card for fixed-income markets is a Stanford University economist known for the monetary-policy rule that bears his name.
‘Trust in the Company’ Is Top Driver of Investment Decisions: Edelman
Institutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
Gundlach Says Kashkari to Be Next Fed Chair
The DoubleLine exec predicts the current Minneapolis Fed president will replace Janet Yellen.
Focus on the Ground Game
After a 5-year streak of stock returns averaging over 14%, focus on “winning the game” for your clients rather than keeping up with the S&P.
3 Ways Fixed Annuities Can Outperform Bond Mutual Funds
Some flavors of 'plain vanilla' may be better, for some clients, than others.