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Registered Rep.
March 13, 2015
Mark Miller |
Aging in Place The conversation can be difficult, since planning for housing in retirement raises touchy emotional issues. But there's some good news for advisors.   |
Fast Company
David Lumb |
Square Goes After Branded Payments With $Cashtags Square is opening up its Square Cash quick-payment service, previously used only for exchanging money between individuals, to, well, almost anyone. |
Registered Rep.
March 2, 2015
Diana Britton |
Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear. |
Registered Rep.
March 2, 2015
Swedroe & Berkin |
The Incredible Shrinking Alpha The research shows that on a gross-return basis, active fund managers are able to generate alpha, exploiting the bad behavior of individual investors. |
Registered Rep.
March 2, 2015
John F. Wasik |
How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight. |
Registered Rep.
March 2, 2015
David Armstrong |
Editor's Letter: March 2015 Last week President Obama, in a speech to the AARP, rallied support for the Department of Labor's proposal to enact a fiduciary standard for advisors to retirement portfolios. |
Registered Rep.
March 2, 2015
Megan Leonhardt |
Rep as Portfolio Manager Wirehouse and national firms are the most likely to offer advisor-directed platforms, followed by the bank and independent broker/dealer channels. |
CRM
March 2015
Leonard Klie |
Mobile Payment Evolution Is Underway Mobile spending projected to reach $1.42 billion by 2019. |
Registered Rep.
February 26, 2015
Matt Oechsli |
The Marketing Budget of An Elite Financial Advisor For the general population of advisors, the question is how to mirror the relationship marketing activities of an elite financial advisor with only a fraction of the resources. |
Registered Rep.
February 25, 2015
Kevin McKinley |
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. |
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