by Adam Koos | Aug 15, 2018 | UpClose |
Educate your clients on the value of working with an advisor who practices proactive money management—stressing risk management in helping them reach their overall financial and investment goals. Clients ask a lot of great questions, and with each...
by Flexible Plan Investments, Ltd | Aug 8, 2018 | UpClose |
The role of gold in investment portfolios: Part I Should an investment in gold be a key element of effectively diversified and risk-managed portfolios? Editor’s note: Flexible Plan Investments, an active money manager and provider of investment...
by David Wismer | Jul 25, 2018 | UpClose |
Research findings from the PriceMetrix study “The State of Retail Wealth Management 2017” identify key trends and success factors for “high-growth financial advisors.” In many respects, 2017 was as challenging a year for financial advisors as was...
by Linda Ferentchak | Jul 18, 2018 | UpClose |
For the millions of Americans with underfunded retirement accounts, active management may provide an essential safety net. What is a financial advisor to do when his clients are woefully underfunded for retirement based on traditional measures? When...
by Richard Lehman | Jul 11, 2018 | UpClose |
While there is no way to eliminate all market risk, an actively managed portfolio with an emphasis on risk management may produce less stress than a passive portfolio for both advisors and their clients. In my 35-year career in and around Wall Street, I...
by Perry Kaufman | Jul 5, 2018 | UpClose |
A different look at managing portfolio risk: What is the role of defense stocks when global tensions escalate? Managing a portfolio is equal parts getting the best return and keeping risk to a minimum. For traditional investment portfolios, that usually...
by Katie Kuehner-Hebert | Jun 20, 2018 | UpClose |
Getting to know the children of clients isn’t just a way to promote goodwill for an advisory practice. Increasingly, it will have a major impact on asset retention as baby boomer parents transfer their wealth. Financial advisors are finding many ways to...
by Miranda Carr | Jun 13, 2018 | UpClose |
When advisors understand the unique motivators, biases, and constraints of each of their clients, they can put them in appropriate portfolios that help mitigate detrimental behavior. Advisors who apply behavioral finance principles in their practice can...
