February 25, 2022 | Advisor Perspectives
Direct indexing portfolios are broadly diversified portfolios of individual stocks that are personalized to meet the needs, values, and preferences of an investor.
Articles By Us
Forum Articles in Category: Articles By Us
Helping Clients Understand Inflation
February 3, 2022 | Advisor Perspectives
Experts disagree about whether the current rise in inflation is temporary or will be with us for an extended period. Either way, your clients have questions that need answers.
Ignore the Gurus and Educate Your Clients
February 1, 2022 | Advisor Perspectives
It’s guru season again. Every year we drown in predictions from the so-called gurus about how the markets and the economy will perform in the coming year.
January 4, 2022 | Advisor Perspectives
Soon – within the next two years – the SEC will wake up and start holding financial advisors who use TAMPs to the same fiduciary standards they hold them to in selecting mutual funds, ETFs, and other investment products. When it does, many advisors will be in trouble.
When You Buy Cryptocurrency, You Own Nothing
October 6, 2021 | Advisor Perspectives
Cryptocurrency is being repositioned to be more palatable to financial advisors and their clients. If you believe it is in your clients’ best interest to make an allocation to cryptocurrency, make sure they understand the nature of the asset they are buying.
August 6, 2021 | Advisor Perspectives
It’s time to toss the TAMP term. It has served its purpose and is ready to be superseded by terminology that is more descriptive, has more practical utility, and is not misleading.
Is News of the 60/40 Portfolio’s Death Greatly Exaggerated?
June 8, 2021 | WealthManagement.com
Market gurus have been trying to write the obituary for the humble 60/40 portfolio for many years. Yet the simple formula lives on and continues to produce solid results.
Surviving the First Years of Growth
February 25, 2021 | WealthManagement.com
Starting a new firm? What to expect—and how to survive the experience.
January 29, 2021 | WealthManagement.com
Before you can determine if Bitcoin, Big Data or any other prepackaged, recipe-for-success advice is right for your firm, you need to get in touch with your values.
Want to Invest Like the Big Boys? No, You Don’t.
October 3, 2020 | WealthManagement.com
If someone offers to part the velvet ropes and grant you special access to “institutional quality” investment management, smile politely and head for the hills.
Can robo advisors truly be 401(k) fiduciaries?
September 2, 2020 | Financial Planning
Taking on the mantle of a fiduciary under ERISA isn’t as easy as expanding a client niche.
Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 2
April 21, 2020 | WealthManagement.com
The second in a two-part series looking at how financial advisors can improve their business during the current coronavirus crisis.
Sometimes It Takes a Crisis—Is It Time to Tweak Your Business Model? Part 1
April 20, 2020 | WealthManagement.com
It makes no sense to be working harder than ever for clients but be paid less.
The Corona Virus Broke the Weighing Machine
April 6, 2020 | Advisor Perspectives
COVID-19 triggered a rapidly unfolding story of human tragedy and economic devastation. It also unleashed a disturbing volume of content masquerading as objective analysis. Much of it is just a smoke screen to advance personal and corporate agendas. My inbox, clutter and junk files are full of thinl
Market Timing Is the Enemy of Investment Success
January 27, 2020 | Advisor Perspectives
This article will help you determine if outsourcing might provide benefits to your firm. It will also explore the different outsourcing business models that are available, how to pick the right outsourcing partner and how to explain outsourcing to your clients.