Welcome to Financial Advisor IQ

Community: Polls

  • September 16, 2014
    Should Close Friends Be Clients?

    Advisors launching a practice often reach out to the people they know well, but is it a good idea?

    Last Comment: September 16, 2014
  • September 9, 2014
    Why Is ‘Commission’ a Dirty Word?

    Some voices in the industry suggest no advisor who earns commissions in any form is conflict-free. What accounts for their opinion?

    No Comments
  • August 26, 2014
    How Do You Balance Work With Fitness?

    Planning can be a stressful career. How much of a priority do you place on keeping yourself in good health?

    No Comments
  • August 19, 2014
    Does It Matter Where Advisors Custody Client Assets?

    Custodians work hard to differentiate themselves, with everything from technology to research. Does it make a difference?

    No Comments
  • August 12, 2014
    Does the Foreign-Policy Mess Make Gold a Buy?

    The chaos in Ukraine, Iraq and Israel has gold bugs crawling out of the woodwork. What are you telling clients?

    No Comments
  • August 5, 2014
    How Do You Serve Clients Who Swear They’ll Never Retire?

    Many clients — especially business owners — fully intend to work until they die. What’s the advisor’s role?

    Last Comment: August 5, 2014
    1 Comment
  • July 29, 2014
    Will Floating-NAV Money Funds Matter to Clients?

    The SEC last week said it would reform the way certain money-market funds are valued and redeemed. Should clients care?

    No Comments
  • July 22, 2014
    What Use Are Advisor Certifications?

    From the generalized CFP to the hyperspecific CRPC and CEPA, advisor designations are said to help differentiate service in a competitive field. What is their main value?

    Last Comment: July 25, 2014
  • July 15, 2014
    How Many Hours a Week Do You Work?

    Financial advice is notoriously time-intensive. How long is your average workweek?

    No Comments
  • July 8, 2014
    Do You Explain Investment Terms Like Beta and Valuation to Clients?

    Advisors eat and breathe financial concepts most people comprehend vaguely, if at all. Should you explain them in layman’s language?

    No Comments
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