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Displaying 1937 results

Topic

Number of mutual fund share classes boggles the mind

Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.

Topic

The road to retirement just got rockier

Advisers have a vital role in helping long-term care insurance holders decide whether the policies are worth the cost.

Topic

Time to get on board the fiduciary train

Many advisers and the firms they work for are still woefully unprepared for what lies ahead.

Topic

Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

Topic

Can robo-advisers be fiduciaries?

Responsibility for advice — even that which is incidental to a transaction — cannot be palmed off on an inanimate object.

Topic

Time for advisers to brush up on ESG investing

Any financial adviser who has not been asked about socially responsible investing by a client likely will be…

Topic

Confirmation quagmire mustn’t deter SEC

Despite it being unlikely that two SEC nominees get confirmed anytime soon, the regulator must not hesitate in getting on with its important mission.

Topic

Steer clear of politics with clients

Best business strategy is to try and stay as apolitical as possible in client interactions and public communications

Topic

What happens if the Fed goes negative?

The most obvious victims of a negative-rate environment are savers and retirees

Topic

On guard against inflation

Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them