Morningstar's Johnson: Why the term 'smart beta' needs to be kicked to the curb

September 18, 2014 | Runtime: 3:29

Using the term 'smart' to describe strategic beta funds sets a level of expectation that they may not be able to meet all the time, according to Ben Johnson, director of passive funds research at Morningstar Inc.

BlackRock's Koesterich: Now is the time to rethink your bond holdings

September 17, 2014 | Runtime: 3:04

Russ Koesterich, BlackRock’s chief investment strategist, lays out the big themes advisers should focus on when evaluating their clients’ bond portfolios.

Michael Conway: What pro football clients really need

August 29, 2014 | Runtime: 2:07

One of the secrets for landing highly sought pro football players and other professional athletes as clients is to be ready when they’re available, according to Michael Conway, chief executive of Conway Wealth Group at Summit Financial Resources.

Wells Fargo's Jacobsen: The secret to using alts in a balanced portfolio

August 29, 2014 | Runtime: 3:14

Alts used to be the playground for the super-rich. Now that they’re more affordable, how should advisers be using these products? Brian Jacobsen of Wells Fargo Funds Management explains.

J.P. Morgan's Carson: Three ways the Affordable Care Act affects Medicare beneficiaries

August 26, 2014 | Runtime: 2:41

The Affordable Care Act has changed how much high-income beneficiaries pay for premiums and the potential charges incurred for prescriptions, co-pays and deductibles, according to Sharon Carson, retirement strategist at J.P. Morgan Asset Management.

MarketCounsel's Hamburger: The biggest fear that stops advisers from breaking away

August 26, 2014 | Runtime: 2:56

When it comes to breaking away from the wirehouse channel, advisers either need vision or pain. Brian Hamburger of MarketCounsel explains.

TD Ameritrade's Healy: How advisers can help women educate themselves

August 01, 2014 | Runtime: 2:13

Women don't necessarily invest differently than men, but they do like to do more due diligence before buying a product, according to Kate Healy, managing director, institutional marketing at TD Ameritrade Institutional. Here's how advisers can help.

Virginia Tech's Klock: What makes the post-Gordon Gekko generation unique

July 31, 2014 | Runtime: 3:40

It was a world fit for the character from the movie "Wall Street" until 2006, but now young professionals really want to make the world a better place, according to Derek Klock, associate professor of practice, finance at Virginia Tech.

Fidelity's Dunne: How to promote the advice profession to Gen Y

July 31, 2014 | Runtime: 2:30

Young professionals often don't understand the financial advice business and how it matches their lifestyles, according to Jylanne Dunne, SVP of practice management and consulting at Fidelity. Here are two things advisers can do to change that.

TD Ameritrade's Healy: The keys to a successful internship program

July 31, 2014 | Runtime: 2:19

To set your firm apart from the competition, you need to let young professionals do meaningful work and develop relationships with mentors, according to Kate Healy, managing director of institutional marketing at TD Ameritrade Institutional.

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