Taxpayers’ Private Data Stolen From IRS Website
Identity thieves hack information of 104,000 taxpayers and net $50 million in fake refunds.
Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
Billionaires: Where They Are, What They Want
Two-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.
Advising Couples Who Disagree on Risk Tolerance
Financial advisors must measure the risk tolerance of both partners and must not ignore the needs of the less risk-tolerant partner, usually the woman.
No Liquidity for You (or Your Clients): Tactical Allocation Funds
Remembering the wisdom of Keynes, advisors should consider the overlooked effects of the rising popularity of tactical funds in client portfolios.
Merk: Bubbles Pop When Everyone Piles Into the Same Trade
The currencies expert warns that investors, unlikely to correctly time the turning of the tide, should seek "true diversification" now.
When Is Risky Investing Safe and Safe Investing Risky? Now.
At Envestnet Summit, Zachary Karabell says advisors and investors shouldn’t put much stock into what central bankers say about the valuation of equities.
On Mother’s Day, Forget Roses Give Insurance
It is surely impossible to quantify the value of a mother, but neither should all her labors of love be taken for granted.
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.