Welcome to Financial Advisor IQ

Community: Polls

  • 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
  • July 1, 2014
    How Casual Is Too Casual for Summer Office Wear?

    It’s hot. It’s sticky. Should advisors consult their own comfort or play it safe?

    No Comments
  • June 24, 2014
    Does Your Firm Keep Summer Hours?

    Many businesses give employees time off or flextime to enjoy the long, warm days. Does yours?

    No Comments
  • June 17, 2014
    What Do You Find Most Stressful About Being an FA?

    You’re in a job with long hours, lots of responsibility and no control over markets. Specifically, what aspects of being a financial advisor set you most on edge?

    Last Comment: June 17, 2014
    1 Comment
  • June 10, 2014
    Do You Use Tactical Programs in Client Portfolios?

    Since the financial crisis, some investors have lost faith in buy and hold. Are you a fan of tactical asset allocation?

    No Comments
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