You may not win a Pulitzer Prize by following these guidelines, but they will help you more effectively communicate about the issues and ideas that are most important to you and your clients.
Why did the SEC choose the road less traveled?
Both the DOL and the SEC turned a concept that is simple enough to be captured in a fortune cookie into an indecipherable instruction manual. It’s time to re-simplify what a fiduciary is.
Unreturned phone calls and emails, not portfolio performance, are the top reasons clients fire their financial advisors, according to research.
In an ever-changing world filled with new technology and tools, there are some things that a robot will never be able to do. Find out how to navigate the future to position you and your practice for success.
When it comes to investment products, everybody gets paid.
Model marketplaces make asset management services more widely available, but the model portfolios they offer are far from interchangeable.
The annual tsunami of prognostications about how the stock market and the economy will perform in 2018 was beginning to slow. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose.
Market prognosticators are usually dead wrong. So why do we keep listening?
Why advisors should demand truth-in-labeling rather than a uniform fiduciary standard.
Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client profiling.
Year-end thoughts on how to thrive in the new world as the old one melts away.
In investing, a substantial performance advantage comes from things you can control: simple portfolio construction and low-cost funds.
It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it’s coming.
What if a human adviser dispensed portfolio recommendations based solely on the answers to 10 or 12 written questions?