Uber™ has quickly transformed the competitive landscape for traditional taxi cabs. Similar technology-based, disruptive entrants may be changing the status quo for advisors. Are you prepared?
Hoping to connect with Millennials? Consider having a social media presence.
What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How does your business compare to your peers? Calculate your Advisor Health Index | How have asset classes performed recently? Explore the Asset Class Dashboard
With year-end statements and 1099-DIV forms hitting client mailboxes, you may be getting questions about the tax implications of capital gain distributions in 2014. Does your answer include a strategy to potentially help reduce those liabilities in 2015?
Passive investing in bonds isn’t as straightforward as it can be in equities. It can also end up creating a portfolio with unintended exposures. Bond investors beware!
Investors looking to position their portfolios in anticipation of a potential interest rate hike may be well-served to fall back on tried and true best practices: discipline and diversification.
The divergence of asset class returns can be a good reminder for investors of the benefits of diversification.
Help investors avoid resting on their 2014 laurels. Instead, help them prepare for what is likely to drive markets in 2015.