How to Stop Clients From Making Emotionally Driven Decisions
As advisors, we are all in the business of providing peace of mind to clients. Here’s what I’m telling clients now about the markets.
Economists Can Tell You What You Should Want
Behavioral economists have made a lot of progress in disabusing their colleagues that humans are perfectly rational. That approach, though, goes only so far.
Steve Cohen Will Be Back in 2018. That's Good.
Since shuttering SAC, his Point72 family office has far outperformed, so maybe he’s good for the industry and investors even without the alleged insider trading.
3 Steps AUM Advisors Should Take Ahead of the Next Market Downturn
Should we be on the verge of a significant market correction — and even if we're not — take these business-protection steps now.
What’s Up With 12b-1 Fees?
As a fiduciary for your clients, should you invest in mutual funds that levy a 12b-1 fee?
A Break for Small Business
Congress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spending—maybe even yours.
7 Things Inbound Marketing Is Not
New business acquisition remains the top priority for RIAs, and inbound marketing is less intrusive to prospects than traditional outbound strategies.
DOL Fiduciary Rule Heading to OMB as Obama Gives Final State of the Union
An expedited OMB review of DOL's rule could put it out before April. Legal challenges are already being prepared.
What’s Pushing Risk Assets Lower?
Providing clients with insights on the markets can calm fears and minimize losses.
Advisors: Update Your LLC Operating Agreement!
Advisors’ favorite business structure may be simple and flexible, but it needs to be updated regularly, for three big reasons.