The latest in Financial Advisor research and tools that can help your practice.
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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...
Academics have long concluded that retail fund investors are dumb. Most investors favor actively managed funds, and on average the funds are losers. In a typical study, researchers look at a group of 200 or so funds and find that two-thirds trail...
After finishing Walter Isaacson's wonderful must-read biography, Steve Jobs, I reflected on my business heroes. Although Jobs was a genius whose vision and drive in many ways changed the world, I found myself thinking about Sam Walton.
As we ent...
