Addressing the Worries of Charitable Clients
Many charitably inclined Americans are concerned about the effectiveness of their philanthropic endeavors, UBS says.
Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
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.
Obamacare Here to Stay Even With GOP Victory, Analysts Say
Regardless of which party claims the greatest victory in November elections, Obamacare is likely to remain in place while the outcome of budget sequestration will be the key catalyst for the entire sector, Morningstar analysts say.
The Election and Advisors: FPA’s Dan Barry Reports, and Predicts
Looking at next year’s advocacy agenda for FPA, much depends on the election and who is placed in key positions. A rundown of the big issues for planners, and what different election scenarios mean for those issues.
Can Models Create the Low Correlations That the Markets Have Lost?
The Connors Group’s Machine Advisor approach might provide an intriguing answer.
Use and Misuse of Social Media
Social media is an inexpensive and effective way to communicate with established and prospective clients. Nevertheless, when RIAs utilize social media to promote their advisory practices, they risk compliance problems for their firms.
Operation Twist Makes REIT ETFs a Good Bet
As equity markets struggle to decide whether or not to like Operation Twist, bond markets have clearly pronounced in favor. For clients with a riskier—but not suicidal—flair, ETFs are one way to take advantage of what the Fed has to offer.
Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow
Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...
Rob Arnott on RAFI’s Growth, and How to Address U.S. Debt
Fundamental indexing has been embraced worldwide, Arnott says, but the government and the U.S. people need to embrace some tough choices on spending.