Automate Advice, Not the Advisor
By Louis S. HarveyHanding off low-value clients to a robo-advisor is a mistake. The smart advisor will use AI but keep every client very close.
September 19, 2017
Bond Investors Rationalize the UnrealisticBuying 10-year Treasuries means locking in negative after-tax and inflation returns for a decade. That's hardly a satisfactory investment.
September 19, 2017
3 Tech Strategies for Launching Annuities FasterIssuers may have to be prepared to continue to keep turning on a dime for many years to come.
September 18, 2017
The Advisor as Tech Guru, Educator, Full-Service ConsultantIts no secret that the wealth management industry is in the throes of profound transformation.
September 18, 2017
Take Last-Ditch Obamacare Repeal Effort SeriouslyMaybe the 'Affordable Care Act status quo' isn't really all that stable.
September 18, 2017
Trump Found His Niche. You Can, Too.To stand out in a crowd, you can either be better or you can be different. And better is a much harder sell.
September 18, 2017
Will Bitcoin Ever Be a Fiduciary Asset?Technical intricacies aside, Bitcoin has some interesting properties. For one, it is more closely correlated with the S&P 500 than you might think.
September 17, 2017
8 Common Questions About HSA DistributionsSure, you know the basics. There's a lot more to know than just those basics.
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