Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability. Check out this week's debuts.
How Changing These Words Can Help Advisors Hook Clients
Slight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
6 Words, Phrases to Avoid in Client Communications
Gary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.
NASAA Gets New President, Floats Elder Financial Abuse Rule
Like a rule proposed recently by FINRA, NASAA's plan allows BDs and advisors to delay disbursement of funds when financial exploitation against seniors is suspected.
Most Advisors Use Smart Beta, Whether They Know It or Not: Russell
“Defining ‘smart beta’ ... continues to be a point of confusion for financial advisors,” says a Russell report with several illuminating findings.
What if the Projections Are Wrong?
Advisors are natural-born skeptics. So can we trust that the demographic projections used by government agencies are accurate?
Lessons Learned From a Repo-ed ATM Card
I’ll never forget the day the ATM on my college campus ate my card.
Chinese Explosions Could Shape Coverage Requirements and Cost
The August disaster in Tianjin, China, provides an object lesson on the issue of insurance.
Marketing Tricks of the Trade
Is your marketing program stuck in a rut? It's human nature to keep doing the same old things to attract new business.
America Is Changing. Are Advisors Ready?
Big shifts in the U.S. population will challenge advisors’ assumptions about planning and may well lead to a change in the demographics of their clients.