Canada and Oil
The falling price of oil has hit Canada hard, with Bank of Canada Governor Stephen Poloz warning that its effect would be “atrocious.”
Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
Investor Sentiment Hits New Peak in Q1: John Hancock Survey
Most investors believe now is a “good” or “very good” time to invest, according to John Hancock's quarterly survey.
RIA Rolls Out Uber-Like App
The mobile financial planning tool is intended to help clients 24/7 — an anti-robo-advisor of sorts.
Crowdfunding Makes Rapid Gains With Accredited Investors
Investment in and access to private equity via crowdfunding are accelerating, thanks to new rules issued by the SEC under the JOBS Act.
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.”
The New 60/40 Portfolio: Domestic/International
Rob Schmansky of Clear Financial Advisors is such a believer in international diversification that his typical client portfolio holds 60% in international investments.
Top Portfolio Products: Global X Adds Two Dividend ETFs
New York Life announced a fixed deferred annuity, while New York Life Retirement Plan Services added an enhancement to its mobile app.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.