Motif Launches Products to Help Advisors Compete With Robo-Advisors
A “robo-advisor is a robo-allocator, they don’t really give advice," says Motif's Hardeep Walia.
What Stock Picker’s Market?
Trading results for the past five years reveal an important lesson for investors and their advisors.
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers Tips
M*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
Emerging Markets Clamor for Cheap Smartphones
Telecom investors might want to pay close attention to smartphone makers with low-end prices in mind.
15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.
2 Easy Ways for Advisors to Be More Persuasive
Plus a bonus: a helpful tool you never knew was hidden in Microsoft Word.
Simple Tips for Keeping Your Tech Tools Humming
A bad experience reminded me of some basic steps you can and should take to keep your technology tools working as needed.
An Old(er) Piece of Software That's Producing New Dividends
The Pro version of Adobe Acrobat allows me to communicate more efficiently with clients, while saving me time and trouble.
Keeping the Right Focus
It's been a good ride recently for total-return investors. First, the S&P 500 rose 25.2% through early December; global stocks, as tracked by Morgan Stanley, improved 21.6% during the same period.