New CFP Board Standards Are a Good Step, but What’s Next?
By Knut A. RostadMake no mistake CFP Boards proposal is a good first step; the big question, perhaps the only question, is what step comes next.
June 28, 2017
Lloyd's of London Is Not Just for Celebrity Body PartsClients' needs come in different sizes. Sometimes, the advisor may want to recommend a trip to the tailor.
June 27, 2017
Senate's Health Bill's Pain Doesn't End at MedicaidThe author thinks BCRA could lead low-income people to pay high prices for awful coverage.
June 27, 2017
Open Architecture Is Key for RIA/BD HybridsFor hybrid firms, its important to do things in as efficient and cost-effective a manner as possible.
June 27, 2017
Not All Active Managers Are Poor PerformersIts more important now than ever to understand how to distinguish truly active, high-performing funds from low-performing closet indexers.
June 27, 2017
Tactical Investing Tips Advisors Can Use NowThese tools can help advisors express opinions on short-term market movements for opportunistic alpha, or profit from broad-based sector declines in the longer term.
June 27, 2017
What Is a Renaissance Investment Management Firm?Throughout the Active Equity Renaissance series, we have pointed out the obvious need to overturn modern portfolio theory. But what should replace it?
June 26, 2017
How to Fill the Disability Coverage Gap for Doctors With High IncomeMany doctors are finding a serious gap between the benefits of traditional disability and the replacement of their true income.
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