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  • Jul 30, 2015
    The Daily Brief

    The Healthiest Housing Market

    Boston has the healthiest housing market in the U.S., including the lowest mortgage costs and least number of "precarious" mortgages, in a survey of the top 25 U.S. metropolitan areas. No award for guessing the least healthiest....More
  • Jul 29, 2015
    The Daily Brief

    Surviving a Natural Disaster - Financially

    The National Endowment for Financial Education, American Red Cross and the American Institute of Certified Public Accountants have teamed up to create a guide for how to survive a natural disaster - financially....More
  • Jul 28, 2015
    Commentary

    LPL Assures Advisors Can Grow 41 Percent

    LPL Financial is promising their advisors can grow up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks platform....More
  • Jul 28, 2015
    The Daily Brief

    The Cockroach Theory

    When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory: “Where you find one ... there are usually more."...More
  • Jul 27, 2015
    blog

    Ballers Episode 6 Recap: It’s Never That Easy

    On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising the question: how do you juggle needy clients? (Warning, spoilers ahead.)...More
  • Jul 27, 2015
    The Daily Brief

    Expats Seek Tax Overhaul

    More than three out of every four Americans living abroad say that taxes will play an important role in the next presidential election....More
  • Jul 24, 2015
    The Daily Brief

    The Mutual Fund Firms Advisors Trust the Most

    Which asset managers are the most trusted by financial advisors? A handful of familiar names top the list, regardless of advisory channel....More
  • Jul 23, 2015
    The Daily Brief

    Should Advisors Get Paid At All?

    Robo-advisors are driving down the fees clients pay for asset management, but what if even 25 basis points is too much? What if clients should not be paying anything?...More
  • Jul 22, 2015
    The Daily Brief

    Advisor No-No’s

    Practice management coaches will often tell you what you should be doing to attract clients. It might be more important to know what not to do....More
  • Jul 21, 2015
    The Daily Brief

    A History of Being Wrong

    Predicting calamity for the financial markets is a regular sport. Some even manage to turn doomsaying into a profitable gig selling newsletters, gold vaults and investment strategies meant to survive the fiscal collapse. But how often are these pundits right?...More
  • Jul 20, 2015
    blog

    Ballers Episode 5 Recap: The Shakedown

    This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones are rarely straightforward, so it’s helpful to have a team of professionals around. (Warning, spoilers ahead!)...More
  • Jul 20, 2015
    The Daily Brief

    Advisor to Ring NYSE Bell on 100th Birthday

    A 99-year-old financial advisor and holocaust survivor will be the oldest person to ring to bell at the New York Stock Exchange in honor of her 100th birthday Aug. 2....More
  • Jul 17, 2015
    The Daily Brief

    'Irresponsible and Stupid'

    A Waco, Texas, financial advisor has been sentenced to six years in prison and ordered to pay more than $9 million in restitution for running a Ponzi-type fraud scheme....More
  • Jul 16, 2015
    blog

    Millennials to FinServ: We're Loyal and Trusting

    If financial services firms and advisors can attract millennials early, new research shows they will remain very loyal clients....More
  • Jul 16, 2015
    The Daily Brief

    The Charitable Giving Arms Race

    Investors have been in a giving mood lately. Grants from Fidelity Charitable and Schwab Charitable donor-advised funds are at record levels, the two firms said Wednesday....More
  • Jul 15, 2015
    The Daily Brief

    No More Pension Buyouts For Retirees

    The Treasury Department will stop letting employers offer some retired employees lump sum buyouts of their defined pension benefits....More
  • Jul 14, 2015
    The Daily Brief

    Advisor Websites Ignoring Compliance

    Advisors are told over and over how important it is to have an online presence, but many forget about compliance, leaving them exposed to lawsuits and regulatory actions....More
  • Jul 13, 2015
    blog

    Ballers Episode 4 Recap: Wrecking Client Relationships

    This week’s episode of HBO’s Ballers serves as an extreme example of how not to handle client relations and the dangers of failing to maintain professionalism....More
  • Jul 13, 2015
    The Daily Brief

    Keeping A Low Profile

    A rare consequence from the financial crisis in Greece: The rich in that have become shy about flaunting their wealth....More
  • Jul 10, 2015
    The Daily Brief

    'People Are The Weakest Link'

    There’s so much chatter about the flood of cybersecurity threats around financial services firms, and the technology that can hold it at bay, it’s easy to forget most lapses are the result of personal negligence - even among people who should know better....More
  • Jul 9, 2015
    The Daily Brief

    Growing Pains

    Wealth management has been a bright spot for investment banks and large institutions over the last few years. But operational challenges are starting to crop up....More
  • Jul 8, 2015
    blog

    FSI Taking the Fiduciary Fight to Consumers

    With advisors actively mobilized on the Department of Labor’s fiduciary proposal, the Financial Services Institute is now turning its sights to investors with a new initiative that gives consumers a chance to weigh in....More
  • Jul 8, 2015
    Article

    Should Advisors Pick Stocks?

    As Craig Iskowitz of the Ezra Group points out, Cerulli research shows investment portfolios managed by financial advisors underperform those they can get through the home office, but yet Rep as Portfolio Manager programs are the fastest growing segment of the fee-based business....More

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