Section
Advisor
589 posts
Women and Wealth: Insight into Female Clients' Decision-Making Process
Women and Wealth: Insight into Female Clients' Decision-Making Process by Meagan Swanson, CFA, Commonwealth Financial Network The topic…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Advising the Recently Widowed: How Can You Help?
Advising the Recently Widowed: How Can You Help? by Justin C. Duft, JD, CFP, MSFS, CLU, ChFC, CLTC,…
Estate Planning for Female Clients: One Size Does Not Fit All
Estate Planning for Female Clients: One Size Does Not Fit All by Rose Watson, JD, MSEL, Commonwealth Financial…
Why Financial Advisers Need to Talk to Clients about Elder Care
Elder Care is one of the Greatest Under-estimated Risks to Wealth that Financial Advisers Need to Talk to…
How Financial Advisers Can Help Close the Behavior Gap
How Financial Advisers Can Help Close the Behavior Gap by David Allison, CFA, CIPM, via CFA Institute “How…
Are Financial Advisers Supposed to Get Paid?
by Will Ortel, CFA Institute For many investment professionals, the seemingly inexorable rise of robo-advisers constitutes an existential threat.…
The CFA vs. MBA Decision
by Ben Carlson, A Wealth of Common Sense An aspiring portfolio manager asks: I’m just starting out in…
Four Questions
by Ben Carlson, A Wealth of Common Sense Four questions I’m pondering at the moment: Is “low rates…
Thoughts on Giving Financial Advice
by Ben Carlson, A Wealth of Common Sense One of the biggest reasons people run into financial troubles…
Portrait of the Advisor as a Business Person
by Cam Hui, Humble Student of the Markets Sometimes it's interesting to see the unexpected paths that blog…
Investors Think about Risk Differently from the Finance Industry: Why This Matters
Individual investors and finance professionals tend to think about the riskiness of assets very differently, and these differences…
Succeeding As An Introverted Financial Planner Amidst The “Extrovert Ideal”
by Michael Kitces, Nerd's Eye View The past century in the US (and much of the western…
The Financial Professional As A Brand
by Brian Lund, bclund.com For the last five years I have spent the bulk of my time helping…
Philosophy vs. Strategy: Modern Portfolio Theory vs. Relative Strength Methodology
by SIACharts.com Over the past 30 years, the investment industry has been defined by the principles of Modern…
The Value That Investment Advisers Deliver
by David Merkel, Aleph Blog I got cold-called this last week while I was away on business.…
