UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Gold Bug Merk: The Risks of Gold
As a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Swiss Franc Move: What Does It All Mean?
The surprise decision by the Swiss National Bank demonstrates how suddenly and unexpectedly major market moves can occur.
Under the Hood: What You Need to Know About Bonds, Pt. 1: Types and Ratings
With rates likely to rise in 2015, here's how to understand the different types of bonds and what their ratings mean.
The Split-Dollar Triple Tax Savings Package for HNW Clients
For high-net-worth clients, a split-dollar lending strategy can provide an effective method for transferring wealth while taking advantage of the tax preferences of life insurance and the low interest rate environment.
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.