by Jeff Schlegel & Evan Simonoff
Rob Arnott on the rise
of smart-beta indexes
(and their critics).
by Roy Diliberto
Advisors should consider new strategies for clients
who needlessly worry about running out of money.
by Ric Edelman
Over the next decade, advisors who want to stay
in the business will have three choices.
by David Lawrence
It convinces prospects that you will offer a new
and better experience than your competitors.
by Bill Bachrach
Your goal is to help them get the best results,
not be their best friend.
by Russ Alan Prince & Brett Van Bortel
It will pay off with satisfied clients,
higher AUM and more referrals.
by Joel Bruckenstein
How advisors respond to changing demographics and technology will be important to their success, says this Schwab executive.
by Maureen Nevin Duffy
2015 could be the year of the active bond manager.
by Marla Brill
Health care has been the apple of investors’ eyes, but managers think it’s time to pull back.
by Marla Brill
AQR’s managed futures fund is one of the growing roster of
alternative investments that trade futures contracts.
by Ben Mattlin
LTC riders on annuities may be a good option for some clients.
by Richard B. Wagner
The best we advisors can do is guess
intelligently and put those ideas
to work for clients.
by Evan Simonoff
The thought of robots replacing professors and lawyers is somewhat amusing, but who am I to say it won’t happen?
by Jeff Schlegel
According to Corporate Insight, total assets managed by 11 leading robo-advisors reached $19 billion as of early December, up 65% since April 2014.
by Jeff Schlegel
James Frazier has launched a website that, among other things, helps advisors advise clients who want to make investments in their local communities.
by Eric L. Reiner
A rundown of ’14 tax breaks kept alive by last-minute legislation last year, along w/ fun new aspects introduced for tax year 2014.
by Karen DeMasters
CFP career center designed to connect jobs and job seekers.
by FA Staff
The combined asset market share among independent advisor channels should top that of the wirehouses in the next four years, Cerulli says.
by Dan Jamieson
Like old cassette tape players, newspaper subscriptions and telephone landlines, the regular in-person client meeting is quickly becoming a thing of the past.
