INTV

Collins Capital's Weaver: Threat of Ebola could be a stock market tipping point

October 20, 2014 | Runtime: 1:17

Collins Capital Investments' Dorothy Weaver explains why she believes Ebola could be a threat to stock market stability.

AQR’s Asness: How should advisers think about diversification?

October 16, 2014 | Runtime: 2:54

Too many investors expect to get huge returns from equities, AQR Capital’s Cliff Asness said. Advisers need to build a better-balanced mix of investments. Plus, Mr. Asness offers some “magic” investment offerings.

Tangent’s Rice: Why 60-40 ain’t what it used to be

October 15, 2014 | Runtime: 2:36

Advisers need to rethink how to diversify their clients’ portfolios. The good news, according to Bob Rice, managing partner at Tangent Capital, is that there are new tools in a liquid alts format to help.

Raymond James’ Reid: Refreshing your dormant practice

October 14, 2014 | Runtime: 2:32

What do advisers need to work in their business and on their business? Shannon Reid of Raymond James says a variety of processes and services are needed to deepen client relationships.

Mary Beth Franklin: Adjusting Social Security strategies after a poor health prognosis

October 14, 2014 | Runtime: 2:03

A grave prognosis can prompt competing concerns about claiming early for financial reasons versus holding off to protect spousal benefits. InvestmentNews contributing editor Mary Beth Franklin discusses how to make that tough call.

How Raymond James is attracting and retaining women advisers

October 09, 2014 | Runtime: 2:39

Recruiting women advisers is a top priority for Raymond James, according to Tash Elwyn. Fourteen percent of its advisers are women and the company is optimistic about increasing that percentage.

Mary Beth Franklin: What Social Security cost of living adjustments mean for retirees

October 09, 2014 | Runtime: 1:50

Social Security will likely adjust benefits for 2015 to keep up with the consumer price index, but that might not be enough considering the true inflation retirees face, according to InvestmentNews contributing editor Mary Beth Franklin.

Brand Strategist Kaputa: Building a better brand

October 08, 2014 | Runtime: 2:50

What is different, authentic and relevant about your brand? Catherine Kaputa of SelfBrand.com says advisers need to remembers that clients are buying you more than they are buying the products that you offer.

RegentAtlantic’s Newton: Overcoming hurdles to become a successful adviser

October 08, 2014 | Runtime: 5:28

Being the only woman in the room required a lot of confidence, according to Jane Newton of RegentAtlantic. She said some women must “learn to be heard” and sometimes “fake it until they make it” as they find their voice in this industry.

Robbins and Newlin: The power of outsourcing

October 07, 2014 | Runtime: 5:52

'Outsourcing' is a dirty word for some advisers, but it can be a powerful productivity tool that can really ramp up your practice.

 
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