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The Assets: Portfolio management


  • September 15, 2017
    ETFs Change How Advisors Relate to Clients
    Fast-tracking investment chitchat leaves more time for the big picture.
    Last Comment: September 15, 2017
    1 Comment
  • September 15, 2017
    Betterment Secures Two More Big-Name Managers
    Robo pioneer starts offering third-party investment options for the first time.
    No Comments
  • September 13, 2017
    Family Offices Lack Written Successions Plans
    Only a third have written plans and nearly half aren’t ready for the coming generational wealth transfer.
    No Comments
  • September 8, 2017
    Learn to Play Psychologist Around Loss Aversion
    Advisors can coach clients to be better prepared for the emotional impacts of investing.
    No Comments
  • September 7, 2017
    Military Experience and Money
    Elliot Omanson, Sage Financial
    Why veterans make good advisors.

    Discuss this Column

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  • September 7, 2017
    Citizens Bank Rolls Out Robo-Advisor
    Bank partners with SigFig Wealth Management.
    No Comments
  • September 1, 2017
    Want to Know How Your Clients Value You? Ask Them
    Survey your clients on how they view the services you provide and you might find some surprises.
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  • August 30, 2017
    Big Texas Merger Blends Wirehouse and Indie Practices
    With help from Dynasty, ex-Merrill Gordon team takes up with ex-Merrill Syntal.
    No Comments
  • August 29, 2017
    Are Wealth Managers Different from Financial Advisors?

    Few financial advisors offer the kind of comprehensive financial planning offered by wealth managers to clients with complex financial needs, David Kanani, president of Kanani Advisory Group, recently argued in an opinion piece. For starters, most advisors can offer a variety of generally available investment products but only a wealth management team can connect clients to a broader array of options. And where wealth management really stands out from “mere” financial advice is “advanced planning.” Wealth managers can provide clients with wealth enhancement strategies to address liquidity and cash-flow issues and minimize taxes, as well as set up an efficient transfer of wealth to the next generation, according to Kanani. Do you agree with Kanani’s delineation? Tell us why or why not in the comments section below.

    Last Comment: August 29, 2017
    2 Comments
  • August 29, 2017
    Merrill Lynch: Investors Are Ditching U.S. Stocks
    Wirehouse’s private clients have also turned more defensive, according to report.
    Last Comment: August 29, 2017
    1 Comment
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