The latest in Financial Advisor research and tools that can help your practice.
WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.
Despite Congress’ eleventh-hour move in December to head off sharply higher estate taxes, confusion remains over the future of the levies. The tax revisions lawmakers made at the end of last year set a maximum rate of 35 percent with a $5...
Even though the market has been rallying for more than two years, clients remain wary. Many still are clinging to big cash stakes. To calm nerves and ease clients back into stocks, consider using equity funds that rank among the most conservative...
Multi-family offices have a tantalizing window of opportunity to meet a surge of demand by wealthy families looking for a primary provider of investment, planning and administrative services, according to Jamie McLaughlin, a veteran industry...
Larry Swedroe calls it the Holy Grail—the search for managers who can deliver returns that beat the appropriate risk-adjusted benchmarks. And it’s “a fool’s errand,” he adds; he spends much of his new book, The Quest for Alpha (John Wiley & Sons)...
Financial advisors should focus extra attention on their 50 best clients to achieve growth and build their “ideal” practice, said Nancy Petrucelli, a coach who has worked with wirehouse advisors for the past 20 years and has the...
What’s Going on in the Life Insurance Market? What Myths Need to be Dispelled? Is Life Insurance Affected by the Markets or is it Different than Other Financial Products? Policy Maintenance vs. Management? How Do Agents and Carriers Operate? What...
May 17, 2011 (Tucson, Arizona)-- Special Needs Alliance member Renée C. Lovelace is the NAELA Honoree for the 2011 Theresa Award. This recognition is bestowed annually by the Theresa Alessandra Russo Foundation on a NAELA member whose “above and...
Advisors are often recruited to broker/dealers based on promises that the firm later fails to deliver on, according to a recent Registered Rep. reader poll...
