How to Create Your Election Portfolio
It won’t be long before the presidential election is upon us. Will your portfolio be ready? Analysts from Russell, OppenheimerFunds and more say how to reposition portfolios before Nov. 6.
Viewing Life Insurance as an Asset Class
There are ways to look at coverage that can give advisors and clients further insights into their portfolio allocations and insurance-buying decisions, experts say.
Glass Half Full: Why Knut Rostad Remains Optimistic on Fiduciary
For investors, says Rostad, “the new normal is not just distrust, it’s disgust.” So they, especially the young, will turn to technology solutions for their advice needs. How will you react?
Build Your Own Buzz
“Why,” asked a noted advisor, “is there not more of a buzz about these regulatory changes that will affect all our lives?”
Dementia and Due Diligence: Why Clients’ Cognitive Function Is Your Concern
It’s never an easy topic to bring up and one that most financial advisors would probably say has little, if anything, to do with them.
New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO
This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.
Wharton Professor Gives Advisory Model Radical Makeover
Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.
New Hire Roundup: Wickersham Joins ByAllAccounts; Linton Goes to Salient
This week in new hires, ByAllAccounts welcomed Mark Wickersham; David Linton joined Salient Partners; MassMutual promoted Jon Budd and welcomed Brian Mezey; and Rohith Eggidi joined Brinton Eaton.
Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests
Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...
Schwab Recognizes Top Advisors, Firms at Impact 2011
The company also donated $45,000 to charity on behalf of the recognized advisors.