Tag: Investment analytics
practice management
Getting Your Fare Share
Scrutiny of fees has never been more intense. What is reasonable? Ensuring your revenue stream fits your business
trendspotting
Economic Slowdown Puts Asset Allocation out of Whack
The credit crunch has polarized investment allocations, setting records in Merrill Lynch's Survey of Fund Managers for July.
trendspotting
Mutual Funds, Watch Your Backs
While the demand for mutual funds remains strong, other solutions are gaining ground
cover story
Mastering Your Business Game
Decide what kind of adviser you want to be, then evaluate the services of a broker/dealer
trendspotting
Many Employees Want Financial Planning and Advice at Work
MetLife's latest Annual Employee Benefits Trends Study found that the workplace has become the dominant starting point for building a strong financial safety net
micro scope
Small World
Data show micro plans are not simply miniature replicas of the larger-plan space
investment-oriented
Balancing Act
The classic 60/40 balanced fund benchmark may not work anymore, but advisers can utilize other gauges
trendspotting
Economic Experiences Influence Investment Behavior
A recent paper suggests the economic times people live through have a significant impact on how they invest.
practice management
Tool “Set”?
Analytics tools and approaches that can help you keep up with today's portfolios
dean's list
“Beta” Test
After months of research, informal talks with vendors, and not a few inquiries to a few “trusted advisers,″ just before Christmas, we finally made our decision: We bought...