If there's one lesson to be learned from this year's market, it's this: Be prepared for a visit from Mr. Volatility. Recently Greece, and now Italy, have shelled domestic investors with V-bombs, making rubble out of many portfolios. With Portugal...
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the aim of reducing equity exposure as participants...
The aging of your clients is generally a good thing for them, especially when compared to the alternative.
But the older they grow, the more likely it is that they and their retirement accounts will be subject to required minimum distributions ...
Exchange-traded funds have multiplied rapidly over the last few years, but FAs still prefer mutual funds. A new Aite Group survey of 440 FAs found that mutual funds represent 25 percent of advisors' assets under management, while ETFs make up just...
Peak Advisor Alliance, an FA coaching and resources program led by RIA advisor Ron Carson, has hired two new executive business coaches, Vickie Seitner and Scott Wood. Seitner founded her own coaching company prior to coming to Peak, while Wood...
Registered Rep.: Through your broker/dealer, Financial Network, you're able to have an integrated commission and fee-based platform using your own independent RIA — SageView. How did you decide to become a hybrid advisor?
Randy Long: I've been a...
What do you get when you splice together a life insurance policy and an immediate annuity?
A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients.
The niche insura...
Financial advisors want to be heroes to their clients. Fantastic performance creates fantastic word of mouth, which leads to more clients and more assets under management. Scam artists know that you want to be a hero to your clients. That's why s...
