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  • April 14, 2015
    Are the Days of the Star Stock Picker Over?

    A six-year bull market has made it tough for portfolio managers to shine. Have they been permanently eclipsed?

    No Comments
  • April 7, 2015
    Is the Strong Dollar Hurting Your Clients’ Returns?

    BlackRock CEO Larry Fink has warned that the U.S. currency’s steep rise will hurt big American overseas sales, potentially denting domestic growth and threatening stock gains. Are you worried about clients’ exposure?

    No Comments
  • March 31, 2015
    How Much Do You Care About Your Website?

    Although compliance constraints can get in the way, some advisors say a distinctive, user-friendly website is an important piece of their marketing strategy. How much effort do you invest in yours?

    Last Comment: March 31, 2015
    2 Comments
  • March 24, 2015
    Should the SEC Outsource Exams?

    The SEC examines only about 10% of RIAs each year, because of budgetary and manpower constraints. Should the agency outsource exams to third parties to improve oversight?

    No Comments
  • March 17, 2015
    Are All-Cash Emergency Funds Passé?

    Some advisors are rethinking the classic cash emergency fund, arguing it’s a poor use of client assets. Do you think it’s old-fashioned to keep a pile of cash on hand?

    No Comments
  • March 10, 2015
    Should Wirehouses Pay Trainees for Overtime?

    A lawsuit by two ex-Merrill trainees raises the question of what’s fair treatment for these greenhorns.

    No Comments
  • March 3, 2015
    Are You Working to Improve Your Firm’s Diversity?

    Consultants often say the industry needs more women and minority advisors to serve a rapidly changing client demographic. Are you hiring with diversity in mind?

    No Comments
  • February 24, 2015
    Would You Help Clients Sell Their Life Insurance?

    Like viatical agreements for the terminally ill, life settlements let clients buy or sell life insurance policies. The sooner the seller dies, the higher the buyer’s rate of return. Would you help a client sell his or her policy?

    No Comments
  • February 17, 2015
    What Would Cause You to Leave Your Firm?

    Lots of broker-retention deals expire this year. Meanwhile, indies have more and more options for supporting their businesses. What would tempt you to leave your current situation?

    No Comments
  • February 10, 2015
    How Much Vacation Are You Comfortable Taking?

    It’s midwinter, and you may be yearning for a little vacation — perhaps in a warm clime. But no matter what channel you work in, vacation for advisors generally comes with an opportunity cost. How much time off do you feel you can afford?

    No Comments
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