Whatever your feelings about Obama’s recent turn toward progressive economic populism, the speech did focus the public’s attention on the possibility of conflicted advice when it comes to individual retirement accounts (IRAs), even if many still have only a faint idea of the issues at play.
When we thought about this month’s cover story, the idea was to show the beating heart inside some of the so-called robo-advisors, online asset allocation tools that use algorithms and funds to create tailored low-cost investment portfolios.
Barry Ritholtz and Josh Brown announced they were working with Upside, which has developed an automated online financial planning and investment platform meant to be white-labeled for planners who want to compete with the likes of WealthFront, Betterment or FutureAdvisor.
For Ryan Ponsford, philanthropy helps the giver as much as the recipient. That’s the belief behind Main Street Philanthropy, the organization he started to help underprivileged kids find both purpose and influence over their lives by engaging in acts of charitable giving.
Marketing is one activity advisors fret about but few do well, if at all. The same goes for social media. Vestorly, a New York City-based startup co-founded by Justin Wisz, may finally help them put some teeth into their efforts.
Given many investors' goal of maximizing return, it's not surprising that some investors select funds based primarily on the funds' recent performance record. But is this performance-chasing approach a prudent strategy?...More
How might the Fed begin to move rates? Who is buying negative-yielding European sovereign debt and why? How might investors approach today's environment of constrained liquidity? In this webinar, Delaware Investments portfolio managers Paul Grillo, David Hillmeyer, and Cynthia Isom provide some perspective on the big issues influencing today's market and offer their outlook for the future....More
Specialization is critical for advisors looking to differentiate themselves—with their firms and with their clients. But how do you go about matching your strengths with a specialty that truly interests you, and fits your talents?...More
The vast majority of WealthManagement.com readers are either unfamiliar with life settlements, or are familiar with them but have never recommended them to clients. Many advisors associate life settlements with either an option for the terminally ill, or with unethical activities such as a stranger-originated life insurance (STOLI)....More
Millennials stand to inherit $41 trillion but will any inherit you? Don’t assume you can work with the Millennial children the same way you did their parents. Learn what each generation is looking for in an advisor in this white paper....More