The 3 Top Risks to Client Art Collections
HNW families don't always manage the physical risks to their increasingly valuable art collections with the same rigor they employ when managing financial investment risk.
The Cadillac of Taxes: Not Just for Luxury Health Savings Vehicles
The types of benefits that will be subject to the Affordable Care Act’s “Cadillac tax” may be surprising.
Institutional Investors Get Social
Nearly half of institutional investors have taken action based on information from social media, a Greenwich Associates study found.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
Millennials Near Tipping Point: Are You Ready?
This generation of more than 80 million potential clients is beginning a transition phase, highlighted by buying their first homes.
Stock Price Path Drives Investing Decisions: Behavioral Finance Study
When a big game ends in a tie, fans' reaction depends on how their team got there. The same goes for stock investing.
Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
Moore to Leave LPL; Arnold Replacing Him as President
Robert Moore is leaving LPL to become CEO of Legal & General Investment Management America, an RIA specializing in fixed income.
Bill Gross: Hunker Down for Global Currency War
It was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
3 Hidden Broker-Dealer Profit Centers Exposed
There's nothing wrong with broker-dealers being profitable, but how those profits are obtained could use a good dose of disclosure, BD recruiter Jon Henschen writes.