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Beware of the blind side
If your clients think Medicare will cover most, if not all, of their health care costs in retirement, they are sorely mistaken.
A topic even more delicate than death
Who would have thought financial advisers could learn a thing or two from Donald Sterling? I'll admit…
How to create a culture of success at your firm
Successful firms intentionally cultivate a culture that provides support and opportunities for their employees to thrive, their businesses to grow, and for their clients to become advocates.
Health care costs can sink a retirement plan
Advisers need to get ahead of the 'other' retirement crisis and plan for likely expenses.
Target date funds: Adviser’s checklist
Target date funds should be a panacea for in-vestors and advisers. Professional management, coupled with a preprogrammed asset…
New look, new era for InvestmentNews
Welcome to a new era of storytelling here at InvestmentNews. I am proud to introduce the…
One hand washed the other – until now
Kudos to the SEC for signing off on a rule that should make it more difficult for brokers…
Which counts more — being rich or smart?
Increasing the net-worth threshold to account for inflation would be a minimum step toward updating the definition.
Flood into liquid alts bears watching
Understanding the investment strategy employed in the funds — long/short, managed futures, global macro, etc. — and checking the fund and fund manager's tenure is key.
Look before you leap into liquid alts
Just as the time to buy homeowner’s insurance isn’t when the once-in-a-lifetime floodwaters crest the threshold of the…
What would it mean to you if time ran out?
Because unexpected crises strike all the time and their targets are often unpredictable, it is an adviser's duty to be prepared so their clients aren't left in a lurch.
Time to nominate advisers for exemplary community service
Make your recommendations for the Community Leadership Awards, set to include two new categories this year, by April 23.
Be prepared to justify your fees
It's important for advisers to not show surprise or resentment when fee questions are raised by clients.
Claiming bad oversight, ex-rep urges investors reject REIT offer
Says adviser is lowballing American Spectrum.
Beware the IPO juggernaut
Initial public offerings are hot, but hot items can be too hot to handle and burn the unwary.
What constitutes a niche practice?
Five questions to determine if you have an effective strategy to serve your target market
Happy anniversary, Dud-Frank law
Today marks the four-year anniversary of the Dodd-Frank financial reform law, arguably the most sweeping piece of legislation…
A new era for longevity insurance
Longevity insurance refers to a forward-starting life annuity. As an example, an investor at age 60 plunks down…
Opinions on bull market split following most recent run-up
After the S&P 500 reaches new heights, new questions surface on whether the market is headed up or down.
How advisers will communicate with clients in five years
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
