Dirty Drugs: The Next Frontier in Health Care
Scientists are looking for new and better antibiotics from bacteria found in dirt.
Aiding and Abetting: How Client Wrongdoing Can Hurt You
Most financial advisors would refuse to aid and abet a client in breaking the law. But sometimes the situation isn't so clear-cut.
71% of Investors Seek Sustainability: Morgan Stanley
Sustainable business practices and investment options are becoming increasingly important to investors, according to a survey by Morgan Stanley.
How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
Minimize Execution Error in Your Practice’s Vital Processes
Make sure you have repeatable, written processes to ensure success, and block out time to complete those processes. No more excuses.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Are Investors Biased Against ‘Foreign Sounding’ Money Managers?
Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
Is Crowdfunding the Great Investment Equalizer?
The collaborative nature of crowdfunding can be ideal for some investors, particularly women. And there's room for advisors to help.
The Kids Are Not All Right, Financial Pros Worry
Two recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.