Robo-Advisors a Potential Threat but Coexistence Is Possible: Survey
Advisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
The 3 Top Risks to Client Art Collections
HNW families don't always manage the physical risks to their increasingly valuable art collections with the same rigor they employ when managing financial investment risk.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
A Counterintuitive Way to Keep Clients Happier
Risk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
Hedge Fund Firm GMO Says Stop Hedging Your (Foreign) Bets
The Boston-based hedge fund firm argues that, paradoxically, hedging foreign equity actually increases risk.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
7 Financial Mistakes You Shouldn’t Make for Love
As Americans marry later or not at all, more are living with romantic partners. Here are seven warnings for your cohabiting clients.
Volatility Doesn’t Mean Markets Won’t Move Higher
Big market moves can make investors nervous. But should they? Consultant Alexei Bayer and ThinkAdvisor's Gil Weinreich discuss.
Managing the Unique Risks of Yacht Ownership
Yachting may be enjoyable to the owner, but beware fractional ownership, which can carry plenty of risk in addition to a family.