WealthManagement.com's annual IBD Report Card survey, now in its sixth year, asks advisors from independent brokerages to rate the firms they work with across a wide range of factors. Here are the results.
Welcome to the latest edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
Turning cremated remains into ocean reefs, shotgun shells and vinyl records? These companies may seem odd, but for advisors helping broader-minded clients plan final farewells for themselves or others, these options all help shape our view of death and mourning.
You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios....More
Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains....More
As the industry continues to shift toward fee based business, many advisors are taking a deeper look into their current practice in an effort to align with this trend. The good news is that shifting away from a commission-based model can transform your practice in powerful ways—including increasing the stability of your revenue streams, enhancing client loyalty and potentially boosting the value of your businesses....More