Advisor vs. machine: Your practice in Jeopardy!
By Daniel WilliamsIs anyone else watching Jeopardy! this week, where past superstar humanoid contestants pit their knowledge against Watson, an IBM-programmed supercomputer?
February 15, 2011
Widening the View of Risk ToleranceOne of the most valuable services a financial advisor can provide to retired clients is an assessment of the finance-related risks they face.
February 15, 2011
The Advantage for Advisors of a Fiduciary Duty Right NowNo matter what the SEC decides to do (or not do), there remains a broad marketing advantage right now for fiduciary advisors.
February 14, 2011
To Pull in African-American Clients, Pinpoint Local Black ChurchesLee Hyder, Akron, Ohio-based financial advisor and founder of Lee Hyder & Associates, is the first to agree that most financial advisors have not…
February 14, 2011
Risk and Insurance 101: A Strategic Approach for Wealth ManagersRisk and Insurance planning 101 applies to all clients. It’s another strategic conversation to have and one more reason for clients to value your services.
February 14, 2011
Risk and Return: Mutual Fund 'Alternatives' of All StripesAdding alternatives to portfolios to improve their risk/return profile is getting easier with the proliferation of “alternative strategies” offered as mutual funds.
February 14, 2011
Budget Cuts and Bernanke Speaks: Advisor Briefing for the Week of Feb. 14, 2011Hearings scheduled on the budget and Dodd-Frank implementation, and inflation reports on the PPI and CPI, highlight the likely market-moving news of the week.
February 14, 2011
The Interest Rate Question and Municipal Bonds, Part III: Is Now the Time to Buy?It’s likely, argues Ben Warwick after digesting the insights of PIMCO and James Grant, that the tax-free sector will get even more attractive.
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