How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
I Was a 401(k) Robo-Advisor and Didn’t Know It
There are straightforward ways to work with new and existing clients — and technology — to boost your business.
4 Loss-Prevention Steps for HNW Clients’ Tangible Assets
Helping HNW clients to protect their art, jewelry, wine and other valuables from risks of physical damage, theft and the ravages of time.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
A Fresh Look at Portfolio Construction: A Clear, Practical and Repeatable Methodology
To build successful investment strategies and compete for capital, advisors must demonstrate a clear, rational method for developing and implementing investment plans.
Ethical Wills: A Good Way to Get Close to Clients
It may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
Texas Billionaire’s Odd Way of Saving Heirs Some Tax Dollars
It's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
It’s Not the Heat, It’s the (Lack of) Volatility: Searching for Alpha for July 2014
Today’s low-vol, high-returning scenario may well attract new money to the markets, but a return to more normal volatility levels could quickly reverse those flows.
Ritholtz: The Shame of Alternative Investments
The "Yale model" of investing no longer works, Ritholtz says, because there just aren't enough good alternative investments to go around.