Let’s Bury the Term TAMP
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 It has served its purpose and is ready to be superseded by terminology that is more descriptive, has more practical utility, and is not misleading.
Forum Articles
Is News of the 60/40 Portfolio’s Death Greatly Exaggerated?
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
Starting a new firm? What to expect—and how to survive the experience.
The Value of Values
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.
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?
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
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
It makes no sense to be working harder than ever for clients but be paid less.
The Corona Virus Broke the Weighing Machine
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 thinly veiled attempts to gain from, or capitalize … Read More
What to Say When Clients Want to Dump Their International Stock
Including international investments in a portfolio ensures investors will always have exposure to the markets that are performing the best.
Market Timing Is the Enemy of Investment Success
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.
The Ins And Outs Of Outsourcing Your Investment Management
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.
Fees and Expenses—They Really Do Matter
Investment costs might not seem like a big deal, but they add up and compound over time along with investment returns.
Four Reasons Fees Are Dropping Like a Rock—and What It Means for You
The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that’s good news for the right type of advisor, says First Ascent Asset Management’s Scott MacKillop.
Ignore the Empire Builders; Do Right by Your Clients
The fee-based world is looking a lot like the old brokerage world in some disturbing ways.