Moving to another firm can be like entering a war zone—the biggest threat being client casualties.
The most successful firms are those that help advisors hang on to clients through the transition....More
In this excerpt from his book The Alternative Answer, Bob Rice argues that liquid alternatives have brought investment strategies previously reserved for the wealthiest investors to a broader market, and clients are better off for it....More
Every year, WealthManagement.com dusts off the crystal ball to come up with 10 individuals who we think will have the greatest impact on the industry over the next year. Expect to hear a lot more about these people and their organizations in the next 12 months.
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Hey everyone, I'm an undergrad doing a wealth management planning project and I'm using Sungard WealthStation Software. I'm new to the program and have a few general questions about the software as well as a few general finance questions....More
I have searched the forum and the internet and have not found much opinion on this. Has anyone heard anything about the quality and success of the Raymond James Advisor Mastery Program? Is anyone in this program? It seems like it is a great approach by the firm to hire rookies. There was a prior question on the forum, but no one answered it. Any help would be greatly appreciated. Thank you....More
Baby Boomers are terrified about the effect of health care costs on their retirement, according to a new study by Nationwide Financial. And perhaps they should be. The study showed pre-retirees have substantial misconceptions about the coverage under programs like Medicare and the Affordable Care Act....More
It’s frustrating for advisors to find ways to add value when investment advice and products are increasingly commoditized. But this supposes that investors are dispassionate enough to seamlessly integrate the latest academic findings into their investment lives. That’s not the case....More