White Papers http://wealthmanagement.com/taxonomy/term/6598/more en Independence, Simplified http://wealthmanagement.com/white-papers/independence-simplified <div class="node-body article-body">When it comes to switching firms, advisors must plan their transition carefully. It requires thoughtful planning, a desire to run and grow your business, and unwavering dedication to do what is right for your clients. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/independence-simplified" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/independence-simplified#comments Careers White Papers White Papers Wed, 10 Dec 2014 20:09:00 +0000 728101 at http://wealthmanagement.com Introduction to Late Cycle High Yield Investing http://wealthmanagement.com/white-papers/introduction-late-cycle-high-yield-investing <div class="node-body article-body">The U.S. corporate high yield market has grown from $250 billion to a $2.4 trillion industry. High yield has proven to be a solid asset class for investors, over time producing comparable returns to the S&P 500 with approximately half the volatility.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/introduction-late-cycle-high-yield-investing" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/introduction-late-cycle-high-yield-investing#comments Investment White Papers White Papers Mon, 08 Dec 2014 16:10:00 +0000 725841 at http://wealthmanagement.com Focus On: Behavioral Finance http://wealthmanagement.com/white-papers/focus-behavioral-finance <div class="node-body article-body">Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a fascinating look at behavioral finance and behavioral portfolio management. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/focus-behavioral-finance" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/focus-behavioral-finance#comments Investment White Papers White Papers Tue, 25 Nov 2014 20:43:00 +0000 716121 at http://wealthmanagement.com Target-Date Fund Management: 10 Years, Three Principles, One Choice http://wealthmanagement.com/white-papers/target-date-fund-management-10-years-three-principles-one-choice <div class="node-body article-body">With the wind at their backs, sprinters have broken speed records. Similarly, the tailwind of a bull market has boosted the fortunes of equity investors over the past five years. In both cases, the pace cannot be sustained over a long period of time. Look back no further than the past 10 years for confirmation of the market’s lack of endurance.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/target-date-fund-management-10-years-three-principles-one-choice" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/target-date-fund-management-10-years-three-principles-one-choice#comments Investment White Papers White Papers Tue, 18 Nov 2014 16:15:00 +0000 709651 at http://wealthmanagement.com IRI Insight http://wealthmanagement.com/white-papers/iri-insight <div class="node-body article-body">The IRI Insight is IRI's premier retirement planning newsletter, covering the latest issues and trends in retirement income. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/iri-insight" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/iri-insight#comments White Papers Wealth Planning White Papers Thu, 16 Oct 2014 14:23:00 +0000 682441 at http://wealthmanagement.com Bonds Defy Expectations for First Half of 2014 http://wealthmanagement.com/white-papers/bonds-defy-expectations-first-half-2014 <div class="node-body article-body">Global bond markets defied consensus predictions in the first half of this year. But with more muted returns are expected for the rest of 2014, investors already may have earned the bulk of this year’s returns.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/bonds-defy-expectations-first-half-2014" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/bonds-defy-expectations-first-half-2014#comments Investment White Papers White Papers Mon, 06 Oct 2014 14:04:00 +0000 639481 at http://wealthmanagement.com Managing Home Renovation Risks for High Net Worth Homeowners http://wealthmanagement.com/white-papers/managing-home-renovation-risks-high-net-worth-homeowners <div class="node-body article-body">An increasing number of families in recent years have been investing in the renovation of their homes, but too many do not fully appreciate the range of risks involved – from unreliable contractors and worksite injuries to property loss, lawsuits, and family safety threats. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/managing-home-renovation-risks-high-net-worth-homeowners" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/managing-home-renovation-risks-high-net-worth-homeowners#comments Investment White Papers White Papers Tue, 30 Sep 2014 19:25:00 +0000 662911 at http://wealthmanagement.com Active vs. Passive Investing http://wealthmanagement.com/white-papers/active-vs-passive-investing <div class="node-body article-body">Active versus passive—the debate continues. This group of articles looks at past empirical research, an active share update, and passive and fundamental index investing. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/active-vs-passive-investing" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/active-vs-passive-investing#comments Investment White Papers White Papers Tue, 30 Sep 2014 14:18:00 +0000 667901 at http://wealthmanagement.com Legal and Regulatory Considerations: Navigating the transition to independence as an RIA http://wealthmanagement.com/white-papers/legal-and-regulatory-considerations-navigating-transition-independence-ria <div class="node-body article-body">When you become a Registered Investment Advisor (RIA), you control your business and can serve clients the way you want. From branding to pricing, you’re in charge of key decisions. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/legal-and-regulatory-considerations-navigating-transition-independence-ria" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/legal-and-regulatory-considerations-navigating-transition-independence-ria#comments Practice Management White Papers White Papers Wed, 24 Sep 2014 14:15:00 +0000 662171 at http://wealthmanagement.com Making the Transition to a Fee-Based Practice http://wealthmanagement.com/white-papers/making-transition-fee-based-practice <div class="node-body article-body">Advisors continue to shift to a fee-based model. For many, the move simply makes sense. Yet switching your practice to a fee basis is not without its challenges. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/white-papers/making-transition-fee-based-practice" target="_blank">read more</a></p> http://wealthmanagement.com/white-papers/making-transition-fee-based-practice#comments Practice Management White Papers White Papers Tue, 16 Sep 2014 19:44:00 +0000 655271 at http://wealthmanagement.com