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Registered Rep.
August 21, 2014
Anne Field |
Niche Play Advisors who target a niche, often one based on a particular profession, stand a better chance of growing a business.   |
Registered Rep.
August 19, 2014
Brad Zigler |
Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products. |
Registered Rep.
August 19, 2014
Alan Lavine |
The Hidden Costs of Partial Premium Payments Pay careful attention to the hidden interest charges your clients are paying on their insurance policies -- they are higher than you think. |
Registered Rep.
August 15, 2014
Diana Britton |
Is the Cyber Sweep Too Much to Handle? The recent regulatory sweeps around cyber security by the Securities and Exchange Commission and FINRA are starting to hit financial advisors, and many, especially smaller practices, are not prepared for it. |
Registered Rep.
August 8, 2014
Megan Leonhardt |
CFP's Financial Planning Programs Struggle To Find Students The number of CFP Board-registered financial planning programs are on the rise, but schools say student enrollment and completion of the designation are still major challenges. |
Registered Rep.
August 7, 2014
John Anzivino |
Seven Steps Clients Should Take Now to Minimize 2014 Taxes The steps listed here can be a good starting point for talking to your clients about the tax implications of their estate plan and steps they can take right now to minimize their 2014 tax bill. |
Registered Rep.
August 7, 2014
Megan Leonhardt |
Ten Charts That Explain What Advisors Think of Hedge Funds Overwhelmingly, advisors consider hedge funds an alternative investment, increasingly a generic catch-all term for anything that is not a mainstream liquid security. |
HBS Working Knowledge
August 28, 2014 |
Government Can Do More to Unfreeze Small Business Credit In part three of her series on the state of small-business lending, Karen Mills discusses how public-private partnerships and government guarantee programs have the potential to enhance economic growth. |
Information Today
August 14, 2014 |
Thomson Reuters Offers App for Buy-Side Firms Thomson Reuters rolled out Watchlist Pulse (for its Thomson Reuters Eikon), a buy-side-focused app that streamlines the workflows of portfolio managers, analysts, and traders. |
Fast Company
Austin Carr |
Why Jack Dorsey Killed The Square Credit Card Despite buzz about the potential of a Square credit card, other company sources indicate the project was recently killed. |
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