Advisors Eschewing Conventional Wisdom
During last Friday’s webinar with guest speakers Bill Bengen and Greg Brousseau, we conducted a series of polls. The results are surprising. Based on answers to our polls, advisors are sticking with...
View ArticleReporting Performance Daily
An article in today's issue of Investment News, entitled "Performance Reporting Isn't Cutting It For Clients," contains some good points but also contains some confusing information. The story is about...
View ArticleMaking Sense (And Dollars) After The Plunge
“If you go to a doctor because your elbow hurts, the doctor isn’t going to treat you heart or hand,” says Craig Israelsen. “He’ll treat your elbow. That’s what advisors need to do with clients now.”...
View ArticleNAPFA Stained By Scandal
It was only a matter of time before NAPFA’s reputation would be tainted in the national media. Ron Lieber, the personal finance columnist at The New York Times, wrote a story in today’s paper entitled,...
View ArticleWhat Would FINRA Do?
Investment advisors who have reflexively blasted SEC Chairman Mary Schapiro for saying the government should further regulate RIAs ought to look upon the civil fraud complaint filed against former...
View ArticleA “W-Shaped” Recession
Last Friday, at the Financial Advisor Webinar Series, economist-turned-money-manager Rob Stein, predicted a "W-shaped" recession. Forecasts of a W-shaped recession are drawing attention. See the Carlos...
View ArticleAnswers To Roth IRA Conversion Questions
At the Financial Advisor Webinar Series on December 11, Ben Norquist of Convergent Retirement Plan Solutions delivered a presentation that was highly rated by attendees about how advisors can seize the...
View ArticleClient Portals In AdvisorVault
The main components of a powerful new client portal for financial professionals is now live on production servers. It’s integrated with: MoneyGuide Pro Advent Axys Advent APX AssetBook Schwab...
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