WOW: Not investments, but risk management
Whether it’s a basketful of goodies (plus aspirin) sent to tax professionals as a “tax season survival kit,” or an offer to connect hurricane-menaced clients with sources of preparation and cleanup assistance, advisors can create WOW experiences for individuals or groups.
8 Really Bad Investments That Lost a Bundle
Even the big boys, like Warren Buffett, can lose big bucks on a bad bet.
Conducting Due Diligence on Reverse Convertibles
This product can be a great income producer in these low-interest-rate times, but first take these steps.
Consumers Get Upbeat
How important are consumers to the economy?
Apple Attains Dreaded ‘Death Cross,’ Experts Shrug
Hindenburg Omen, Skyscraper Curse–technical indicators of a coming crash have ghoulishly clever names.
What Makes Your Clients Tick? A Peek at 10 Finance Firms’ Customers
Looking to connect with potential clients? New Media Metrics analyzed the customers of 10 major financial institutions to discover their interests and favorite media, as well as the emotional pull of the banks themselves.
Critics Attack Dual Class of Manchester United Shares
Not everyone is happy about the Manchester IPO scheduled for Friday. Critics are especially hard on the share structure, which allows the Glazers to remain in control.
How to Detect if Your Fund Manager Is a ‘Closet Indexer’
There’s a simple trick for advisors to figure out whether an actively managed mutual fund tracks its benchmark index too closely. Ever hear of R-squared?
Vanguard to Help Educate Consumers on Investment Cost
Vanguard announced Monday that it planned to use a new online cost calculator, social and traditional media channels, and online ads to educate investors about how to pay attention to the price tag of their investments.
Top 8 Favorite U.S. Companies: 2012
Harris Interactive announced the results of its 13th annual Reputation Quotient study, which ranked consumers’ opinion of the reputation of the most visible companies in the United States.