Practice

Planning and Advice

Antiques make solid investment

Buying antique furniture offers the twin benefits of enjoying both fine craftsmanship and value appreciation.

By Vikram Barhat |February 1, 2012

3 min read

Planning and Advice

Advisors ignore clients’ true risk capacity

Relying solely on risk-tolerance questionnaires to assess clients is wrong, Tom Idzorek of Morningstar told the New York Consultants Conference, hosted by the Investment Management Consultants Association (IMCA) earlier this week.

By Melissa Shin |February 1, 2012

2 min read

Industry

The true cost of debt

The true cost of debt—to truly help clients understand, advisors need to factor in taxes

By Jason M. Pereira |February 1, 2012

4 min read

Planning and Advice

Don’t let life events derail clients’ plans

When clients experience serious health issues, relationship breakdowns or death of life partners, advisors play an important role in helping them through.

By Lisa MacColl |January 30, 2012

9 min read

A year for discipline

Time and time again, clients say their reason for seeking a new relationship is that they current advisor just wasn’t there for them in tough times. After the volatile latter half of 2011, this year represents a time to go hunting for new clients.

By Staff |January 26, 2012

2 min read

10 steps to achieve your goals in 2012

Call it the February Effect. We start the year off with a new set of business and personal goals but after that initial burst, it can be hard to stick to it to create meaningful, lasting change.

4 min read

CE Course: An in-depth look at ETFs, Part 2

Earn CE credits “An in-depth look at ETFs, Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this course were written by Mark Yamada, President & CEO of PŮR Investing Inc., a registered portfolio management and software development firm specializing in disruptive strategies for investors, their advisors and pension […]

By Staff |January 24, 2012

17 min read

CE Course: An in-depth look at ETFs, Part 1

Earn CE credits “An in-depth look at ETFs, Part 1” is eligible for CE credits, see Accreditation details for more information. The questions for this course were written by Mark Yamada, President & CEO of PŮR Investing Inc., a registered portfolio management and software development firm specializing in disruptive strategies for investors, their advisors and […]

January 24, 2012

10 min read

Stay in touch with clients during parental leave

While many advisors get into their careers for the flexibility, it’s not easy to take parental leave; at least, not in the traditional sense. Many are business owners, who cannot sever ties – even temporarily – when baby comes.

By Brynna Leslie |January 24, 2012

4 min read