Morningstar: GuideStone's Duggan on Religious-Based Investing
By James J. GreenChristian-screened funds can stand on their own as investments, CIO Ron Duggard of GuideStone argues, plus "everyone screens" in some way.
August 12, 2015
Morningstar: Everplan's Schneiderman on a New Service for Advisors' ClientsAbby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
August 12, 2015
How to write a great B2B video script (Part 2)Keeping your video brief and having a professional do the voiceover will help you gain credibility.
August 11, 2015
Athene: Driven to do moreWatch this video to see how Athene is driven to do more for you.
August 11, 2015
Morningstar: Matt Lynch on How Vendors Can Best Serve AdvisorsStrategies and Resources' Matt Lynch worries there's "at least one too many intermediaries" in the vendor-advisor supply chain.
August 10, 2015
Morningstar: 361 Capital's Florence on the Role of Liquid AltsTom Florence discusses the risk management role of liquid alternative mutual funds in your clients' portfolios.
August 10, 2015
Morningstar: Vanguard's Yones on Dealing With 'Product Inundation'Doug Yones speaks of how advisors can deal with "product inundation," how to conduct due diligence on those products, and how advisors can counteract "home market bias" to "truly diversify" client holdings internationally.
August 10, 2015
Morningstar: SSGA's Mazza on ETF InnovationWith so many available funds, is innovation in the ETF space over? Dave Mazza of State Street answers the question.