9 TED Talks Every Financial Advisor Must Watch
ClientWise Team has compiled their favorite, most inspirational and funniest TED Talks yet!
Evaluating Strategic Beta Strategies
The last several years have seen a proliferation of strategic beta strategies.
Discussing long-term care insurance can be tough—assuming advisors can get their clients to discuss it at all.
3 Reasons to Go From Hedge to Mutual Fund
Why would a fund manager trade the freedom and fees of a hedge fund for the constraints of a mutual fund? Here's one manager's reasoning.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
Top Portfolio Products: New China Bond, Buyback-Themed ETFs
New products focus on e-commerce in the emerging markets and more.
Tavakoli Turns Her Fire From Crony Capitalists to Muslim Fundamentalists
New book by structured finance expert discusses the ‘Unveiled Threat’ of a woman who knows how to follow the money.
New Hire Roundup: Northern Trust Welcomes Marsh
Meanwhile, LIMRA has hired Dr. Betty Moon as managing director of Bank Insurance and Securities Research Associates.
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.
Teenage Drivers: Risks Are Larger Than They Appear
You know the traditional hazards, but there is another largely unknown financial risk of particular import to high-net-worth families.