What a Supreme Court Ruling in Favor of Raisin Growers Means for Advisors
A ruling in favor of two California raisin growers could dovetail with advisors' rights to property interest in portfolio information under the SEC’s Form 13F.
4 Reasons Clients Need You Now
Stock markets down, international tensions up, China tottering. Here’s what to say to clients beyond “Stay the course!”
How Would You Compete Against Your Own Firm? 5 Questions to Ask
If you were trying to attract clients away your firm, what would you say? Your competition, including digital advisors, is already doing so.
The Problem With Robo-Advisors’ Use of Mean Variance Optimization
Letting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, it’s a terrible idea for your clients.
Ritholtz: The Price of Losing Bill Gross or Jeff Gundlach
Once an ace manager departs, it seems it's only a matter of time before the outsize reputation of that fund departs as well, Ritholtz writes.
In Search of the Right Portfolio Analysis Tool: Kwanti
Kwanti is an excellent portfolio analysis tool, and its price is right.
TurboTax and CPAs: Lessons for Planners on Robo-Advisors
Our view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
Human Capital Crisis Stretches Far Beyond Advisors
Advisors, like other American businesses, need to invest "consistently and systematically" in the youngest members of society, says ReadyNation's Robert Dugger.
Cheaper Advice Isn’t Always Better Advice
Commission-based advisors can make recommendations based on a client's best interests, but given the conflicts involved, can they be relied upon to do so?
Keeping Track of Client Accounts Efficiently
With a little coding help, when I download client account data from my custodian, all my client accounts now update automatically.