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February 01, 2012
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Economists Love ’Em, Clients Hate ’Em
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Written by Dan Moisand
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Financial advisor Dan Moisand explores why immediate annuities make sense to economists and reveals a reason why clients don't like these products.
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Read more...
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Economists Love ’Em, Clients Hate ’Em
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January 31, 2012
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Buffett Rule Fixes A Non-Existent Problem
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Written by Douglas Holtz-Eakin
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This columnist argues in this opinion piece that Warren Buffett's entry into the world of federal tax policy has brought forth nothing but bad ideas
based on flawed information and misleading demagoguery. Let’s review the
record.
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Buffett Rule Fixes A Non-Existent Problem
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January 30, 2012
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Emerging Market Investing Requires Micro View
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Last year was no trophy year for emerging market stock indices. These
developing markets indicators underperformed their developed
counterparts by a considerable margin.
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Emerging Market Investing Requires Micro View
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January 30, 2012
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Ten Investment Resolutions
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While many advisors focus on what to buy based
upon their forecasts, fears and hopes, there is not sufficient
attention placed upon how to buy.
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Read more...
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Ten Investment Resolutions
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January 24, 2012
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A New Generation Of Industry CEO's: Up To The Challenge?
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Written by Adam Birenbaum
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I’ll be honest. I faced my fair share of skeptics when I took over as CEO of Buckingham Asset Management last year at just 32 years old. Many people, including some of our own clients, wondered why the reins of the company would be given to someone so young. In some ways, I can fully understand the sentiment. After all, youth and responsibility can seem like a combustible combination.
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A New Generation Of Industry CEO's: Up To The Challenge?
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January 18, 2012
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Helping Clients Discover Their Passion
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Written by Robert Laura
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It's not as difficult as you might think, especially if you follow this path with your clients.
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Read more...
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Helping Clients Discover Their Passion
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January 18, 2012
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Many Clients Won't Be Able To Work Past Retirement Age
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Written by Peter Orszag
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Conventional wisdom is that more older workers are delaying retirement and clients who haven't saved enough to retire will just continue working. But Peter Orszag of Citigroup says that's not what's really happening.
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Read more...
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Many Clients Won't Be Able To Work Past Retirement Age
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January 18, 2012
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‘Free’ Health Care Is Often Not Free
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Written by Wendy Ebner
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The health insurance industry is still weighing the benefits of a new federal requirement that prevents doctors from billing patients or charging a co-pay for recommended preventive care.
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Read more...
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‘Free’ Health Care Is Often Not Free
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January 12, 2012
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The Power Of Online Client Reviews
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Advisors to go the extra mile when it comes to bridging the gap between
the negative perception of the industry and the great work that
individual advisors are doing every day.
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Read more...
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The Power Of Online Client Reviews
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January 10, 2012
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Social Media Compliance: Clarity Or Confusion?
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The SEC and Finra have issued more guidance to help advisors properly use social media.
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Read more...
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Social Media Compliance: Clarity Or Confusion?
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January 02, 2012
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Why Advisors, Clients Must Battle To Keep Retirement Savings On Track
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Written by Dan Moisand
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Here's why advisors should be careful about giving definitive answers to clients when they ask, "Are my retirement savings on track?" says financial advisor Dan Moisand.
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Read more...
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Why Advisors, Clients Must Battle To Keep Retirement Savings On Track
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