Hiding in Plain Sight
The past decade has not been kind to most equity investors and their advisors.
Get a Life
“People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.
ETF Expert: Software ETFs Programmed for Industry’s Revival
Average revenue growth in the software field was 15% last year, and most industry players expect even stronger growth this year. Here's a look at two exchange-traded funds and one exchange-traded trust that let investors target the U.S. software industry.
Value of M&A's Edge Up, but Potential Deals Fight Constraints, Report Finds
A report from the law firm Freshfields Bruckhaus Deringer LLP indicates that, while the M&A market is still weak, deals are rising slightly in dollars if not in volume.
What's Wrong with Today's Earnings Picture?
A look at why bear markets are often the best auditors.
Five Things Breakaway Brokers Need to Know
There has been a sizeable uptick in brokers leaving the big broker/dealers (B/Ds) for the RIA world. And why not? RIAs' fiduciary model "resonates at the consumer level," as investors begin to understand the difference between RIAs and brokers.
The Green Advisor: WalMart Shows the Way
I've been to a number of advisor industry conferences over the last five years--some put on by custodians or broker/dealers and others by professional associations....
Fresh Perspective, New Opportunities: Practice Edge, March 2009
One of the defining characteristics of successful businesspeople is the habit of seeing challenges as opportunities.
Farewell to the Expert
The first time I ever connected online from outside an office was in a small hotel in Bermuda. This happened around 1999, and it wasn't...
Ten Tech Tools You Can Use
Think about it: Labor prices only go up, while technology prices drop over time. Which do you want to pursue as a first line of...