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Brad Zigler The equity/bond ratio rule of thumb worked well, until it didn’t. Advisors need to turn elsewhere to hedge their risks. |
Diana Britton The asset management industry had the weakest year since the 2008 financial crisis in 2015, with assets under management barely growing at all, says the Boston Consulting Group. |
Thomas Seubert Morningstar and the American Retirement Association debut a new education program to help advisors comply with the DOL rule. Meanwhile, 1st Global’s DOL Rule Task Force will lead a workshop on the regulation. |
Diana Britton Did your clients' portfolios benefit from the Pokemon Go bounce? Here are the five mutual funds with the highest weighting of Nintendo stock. |
Michael Snizek Data could have the biggest impact on wealth management since Excel. |
Julie Verhage | Bloomberg Betterment LLC has surpassed $5 billion in assets under management, the first independent robo-adviser to do so. |
Mike Lockwood Recruiting millennials does not mean changing everything about your practice. It may, however, mean being open to new ideas and technology. |
Aaron Klein Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month. |
Ben Steverman | Bloomberg Baby boomers started turning 65 in 2011, marking the unofficial beginning of their retirement years. The timing could not have been better for older boomers. |
Barbara Brooks Kimmel It’s easier than advisors might think to build trust with existing and potential clients. |
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