Why Risk Management Isn’t Like Car Shopping
As cheap risk modeling revolutionizes the way everyone invests, it is important to keep in mind one crucial two-word question: “So what?”
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.
12 Best & Worst Broker-Dealers: Q4 Earnings, 2014
Here’s how some of the biggest firms’ earnings compared over the fourth quarter.
Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
How to Turn Rugs Into Riches
Increasing prices indicate that interest in high-quality antique rugs continues to grow, but especially for new collectors, caveats apply.
IMCA to Offer Online Courses With MIT Sloan for CIMA Certification
Program joins business schools at Penn, Chicago and Carnegie Mellon in offering educational component for CIMA candidates.
Merrill Clear Adds Client Travel Service, Boosts Training
The firm adds travel services for clients and longevity training for advisors.