Less is more. | taxzi/iStock/Thinkstock Maybe actively managed funds underperform their passive counterparts not because of stock selection, but because most active fund managers just charge too much. John Rekenthaler at Morningstar did a ...

Upside to the downslide

Looking beyond estate taxes

Many broker/dealers still provide their advisors with an annual conference, complete with award dinners, appreciation events, and spousal activities. But Raymond James’ Tash Elwyn writes on LinkedIn that the more family-oriented firm events m...

The life settlement market continues to evolve as is it becomes a critical part of a growing strategy for clients to liquidate assets in favor of better-performing financial products.  Changes are all positive for advisors and wealth managers...

There are several key questions that wealth managers and their clients should ask of provider companies when they are considering life settlements.

Coming soon ... | dragan vasiljevic/hemera/Thinkstock A new report by the World Economic Forum examines how fintech is changing the financial services industry. As we’ve seen in the advisory space with the rise of online advice platforms...

Life events have a way of intervening with retirement plans. Here’s how advisors can prepare for the unexpected.