Displaying 31 results
Decisions in 3 key areas separate top-performing firms from masses
The following is an excerpt from “The Enduring Advisory Firm: How to Serve Your…
To help clients succeed in investing, it may require a walk down bizarro Wall Street
Truisms of life, such as doing more is better, are often turned on their head when investing.
The secret to building strong client-adviser relationships
The following is an excerpt from “Working with the Emotional Investor: Financial Psychology for…
3 drivers of transformation point to ways financial advisers can master digital age
The following is an edited excerpt from “FinTech Innovation: From Robo-Advisors to Goal Based…
How reverse mortgages work as a source of retirement income
A home equity conversion mortgage — more commonly known as a reverse mortgage —is becoming harder to dismiss as an income tool for retirement plans.
Keeping emotion out of investing
The level of noise surrounding the financial markets can interfere with sound decision-making.
How to build the perfect niche
For a niche market, you're searching for something more than merely any individual with X number of assets. You're looking for a segment that is receptive to a tailored marketing and advising approach that both educates and meets the needs of the individuals.
Getting the most out of equities
To get the most out of their equity investments, investors should let good strategies work. Don’t second-guess them.
‘Macro’ trends rule financial behavior
People absorb information about macroeconomic themes every day without realizing they are doing so
<b>Adviser’s Bookshelf:</b> Brace yourself for the new world order
At a party during a trip to China in the 1930s, Nikos Kazantzakis, one of the foremost writers and thinkers to emerge from Greece in the 20th century, became involved in a deep conversation with a mandarin.
Investors want help, but many lack trust
Financial advisers feared that the Internet would make them obsolete. Stock prices rose in 1999 as if they had no ceiling, and confident investors found huge amounts of free advice on the Internet
Many ways to profit from resources
There are various ways to gain exposure to commodities
After crisis, it will be a brave new world
Your first step in preparing for a return to personal prosperity and future investment success is to recognize that the financial world awaiting us on the other side of this crisis will be far different from the one we've known in the past
Trapped in the frozen ARS market
The tricky little catchphrase, “cash equivalent” — it has an odd, not-quite-tangible ring to it. As far as I'm concerned, there's cash, the green “In God We Trust” paper you stuff in your wallet, and no real equivalent
The Panic of 2007 started in shadows
When the Panic of 2007 broke out in August of that year with the collapse of the housing market, I was in a unique position to observe the events.
Fixing our financial system with limited purpose banking
'Twas the year the country stood still.
The futility of active management
What further evidence do you need of the futility of active management than the demise of Wall Street in 2008?
Functional regulation needs to be expanded
Functional regulation has several advantages.
Due diligence key to hedge fund investing
The losses of 2007 and 2008 in the [hedge]-fund-of-funds industry showed us that some funds of funds turned out not to be as diversified or non-correlated as they claimed and that some funds of funds were not performing the level of due diligence required to avoid the problems experienced by others.
Advisory firms must work together
The investment advisory profession is facing a number of serious policy issues that could dramatically alter the manner in which it is regulated and transform the high ethical standards that have been a hallmark of the profession for decades.
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