Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Michael Finke, Financial Planning’s Professor: The 2014 IA 25 Profile
By Melanie WaddellOur hope is to build a set of research-based best practices through our own research, Finke told IA.
May 27, 2014
Cybersecurity Crackdown: Where SEC, FINRA Will StrikeNo matter the size of your firm, if your client data isnt safe, youre not safe from the SEC and FINRA.
May 27, 2014
The Limits of Data in Finance and LifeQuantification can be misleading in investment and beyond.
May 27, 2014
The Advice Business Needs a Serious FixIf you ask a professional, a doctor for example, for advice, you rightly expect an answer that doesn't differ based upon whom you ask.
May 27, 2014
The 2014 Broker-Dealer Reference GuideSome observers of the independent broker-dealer universe might be tempted to explain its current state by counting the acquisitions that Nicholas Schorsch's Realty Capital has made over the past year.
May 27, 2014
33 Cold Call Truths You Need to Know: Bill GoodBefore picking up the phone to acquire prospects, read this list.
May 27, 2014
30 Best Paying College Majors: 2014As college degrees become almost mandatory for landing a decent job, find out which majors give the best chance to land a high-paying job.
May 23, 2014
3 Ways to Boost Your Portfolio NowServos Eric Nelson says many portfolios are encumbered with dead weight that could easily and profitably be tweaked for higher long-term performance.