Recognizing that active managers infrequently provided the outperformance paid for, and most certainly did not protect from risk during the market recession, many advisors have felt free to throw in the towel and move sector exposure to passiv...
Social media sites continue to proliferate and nobody has a crystal ball that tells us which sites will be dominant in the future. For the purposes of our latest research project we went beyond the Big Three (Facebook, Twitter, and LinkedIn) ...
Go with the flow? Maybe not. When looking at options to update your firms’ technology, sometimes keeping things simple—and separate—is the best option.
Miss a connecting flight on the way to meet a client? Forget standing in line waiting for a customer service rep. FlightBoard will get you back on track in seconds. This clever app, which resembles the airline listings at the airport...
A handful of firms are trying to fix the problem of training the next generation of advisors. Advisors Ahead, a start up from an industry veteran, and a program inside Raymond James offer two examples of what advisor training may look like in the...
