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  • June 17, 2015
    What Behavioral-Finance Folly Are You a Sucker For?

    Here are some of the commonest behavioral-finance biases. Which one is your Achilles’ heel?

    No Comments
  • June 16, 2015
    What Do You Do With Clients You Can’t Stand?

    Most advisors have a few clients who fill them with dread, boredom or loathing. What’s the best remedy?

    Last Comment: June 16, 2015
    1 Comment
  • June 9, 2015
    Where Do You Stand on Using Closed-End Funds?

    Closed-end funds are a different sort of investment animal that can help to diversify client portfolios. Do you like to use them?

    Last Comment: June 9, 2015
    2 Comments
  • June 2, 2015
    Do You Invest Money Like an FT 400 Advisor?

    The biggest chunk of client assets held by FT 400 advisors are invested through individual stocks and bonds, not funds. Do you side with these elite brokerage-based FAs?

    No Comments
  • June 1, 2015
    Where Can You Improve Most as an FA?

    If you could get better at any one part of your job, what would it be?

    No Comments
  • May 28, 2015
    What Will Happen to Stocks When the Fed Lowers the Boom?

    There’s talk that rising consumer prices could give the Fed an opening to raise rates this summer. If that happens, will it make a difference in the stock market?

    Last Comment: May 28, 2015
    1 Comment
  • May 27, 2015
    What’s the Best Approach to Private-Equity for Your Clients?

    How can wealthy clients best invest in private-equity deals involving properties and businesses?

    No Comments
  • May 20, 2015
    Does Active Management’s Rise This Year Change Your Mind?

    New Morningstar data suggests active funds are outperforming passive funds in 2015. How does this affect your portfolio strategy?

    Last Comment: May 20, 2015
    1 Comment
  • May 19, 2015
    How Would You Feel About Working on a “Mega” Team?

    According to the FA-oriented gossip site AdvisorHUB, Wall Street brokerages are encouraging practitioners to form bigger teams — of eight or more people — to retain assets. Would that work for you?

    No Comments
  • May 12, 2015
    Does Your Firm Segment Clients?

    Most advisors divide up their client base by wealth, profession or some other criterion. Do you?

    No Comments
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