The DI obligation
By David A. SaltzmanYou've insured the client against death. What about "living death"?
April 25, 2014
Listen up, advisors: Only fire clients when it makes senseNo one seems to talk about the two most important factors in letting clients go: hiring and timing.
April 25, 2014
Expanding the Efficient Frontier: Options-Based Strategies in PortfoliosOptions can be a key tool in reducing volatility in client portfolios, particularly in fixed income. Heres the evidence.
April 25, 2014
RIAs: When and Why to Make Form ADV UpdatesThe triggers for other-than-annual amendments to your Form ADVs are many and varied. Best to follow Confucius' advice on the subject.
April 24, 2014
It's splitsville: Divorce and SPIAsWhat is one sure-fire way to mess up a financial plan? Try divorce! Well, don't try it, but look at divorce as a bad retirement example.
April 24, 2014
It's splitsville: Divorce and SPIAsWhat is one sure-fire way to mess up a financial plan? Try divorce! Well, don't try it, but look at divorce as a bad retirement example.
April 24, 2014
Coaches Corner: Profiting From Unprofitable ClientsSo you've segmented your client base, and you've identified your least profitable clients. What to do? You've got at least four options.
April 24, 2014
Owner-Advisors: In Making Decisions, Be Like Ulysses S. GrantMost owner-advisors cant make decisions because they are afraid of making a mistake. You cant grow a business with that perfectionist mentality.
Commentary