Tax Planning: How Your Clients Can Deduct Your Fees
A look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
Restoring Trust, One Client at a Time
What a person finds humorous can be quite revealing.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.
Strategies for Firm Growth; How to Start a New Firm: November Investment Advisor Features—Slideshow
The days when a firm could rely on one advisor reeling in new clients for growth are over, Angie Herbers says in the November issue of Investment Advisor.
Using Distributions in Monte Carlo Simulation
Looking at some MCS distributions and learning how to use the most appropriate one.
Using Monte Carlo Distributions in Financial Planning
How using Monte Carlo simulation can give you, and your client, a better appreciation for the likelihood of an investment return.
The 2014 BDOTY; Collaborative Divorce; A Solution for the Human Capital Crisis: IA September Features—Slideshow
In the September issue of Investment Advisor, we present the 24th annual Broker-Dealers of the Year.
Regulating Cybersecurity; Understanding Social Security: June Investment Advisor Features—Slideshow
Protecting their personal information, much of which is stored online nowadays, from hackers is an important individual responsibility, but for financial advisors there is an added responsibility to protect their clients’ data from thieves.
Under the Hood: Reverse Mortgages—What You Need to Know
Fred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.