Clarity Counts More Than Results
The No. 1 Way Advisors Pick Funds
When advisors decide which mutual funds to recommend to clients, one factor stands out overwhelmingly as the most important, according to an Aberdeen study.
10 Tech Trends That’ll Rattle the Advisory Industry
Attracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
Despite Higher Taxes, Affluent Americans Will Continue to Spend
A new study adds fuel to the fire over the impact of higher taxes on discretionary spending.
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
Bond Investors Seek More Transparency
Many U.S. retail bond investors would like more information about how individual bonds are priced and the way that they’re sold, according to a recent report released by Charles Schwab. The study found that 73 percent of bond investors surveyed want pricing details, 44 percent can’t figure out how...
12 Steps to Near-Paperless Bliss
Digitizing paper files and routine processes is so valuable that it has to be at the top of advisors' lists on ways to be more productive.