Danielle Reed

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Online and mobile social connectivity is now fully integrated into the modern way of life for your clients. If it is important to clients, it should be important to advisors, says Mike Langford, senior social business strategist at Socialware.
Despite the easy passage of Rep. Eric Cantor’s Small Business Tax Relief bill, H.R. 9, in the House of Representatives, RIA firms aren’t likely to be counting on any tax savings at this point.
While most advisors do focus on generating referrals, many forget to spend time figuring out whether their businesses are worthy of getting those referrals in the first place, says Ken Unger, advisor coach and president of Million Dollar Producer.
The one-size-fits-all approach to advice and investing won’t work, says John Anderson, head of practice management solutions at SEI Advisor Network. The real question isn’t whether clients will change, but rather whether your business will change.
Real estate may be cyclical, but having exposure to real estate — especially commercial real estate — in a portfolio as an alternative source of income can be beneficial. What’s the best way to evaluate whether it makes sense for a client?
The advantages of having both an RIA and broker-dealer relationship include ownership of the business while having the support of a full service broker-dealer.
High-yield bonds may sound risky, but they have some advantages in the current market environment, according to a BlackRock report.
ETFs have seen rapid adoption by investors and advisors in recent years, but while the products themselves are known for their liquidity and transparency, what’s less understood is the tax bite some may deliver at the end of each year. With this in mind, Financial Planning spoke with Adam Patti, CEO of IndexIQ, to talk taxes and ETFs.
Symetra Investment Services has hired a new director of business development away from Lincoln Financial Network, the retail sales and financial planning affiliates of Lincoln Financial Group.
In the search for yield, mid-cap stocks are often overlooked as an option. But the companies often have more room to grow than large caps, and many are “appealing takeover candidates” to boot, says Esther Kwon, equity analyst with S&P Capital IQ.
The proposed rule change might lower litigation and forum expenses, but it could also result in more claims and awards against reps and (eventually) RIAs.
The new hire, Joseph Zidle, guided investing strategy for almost $2 trillion in individual investor assets in his prior role.
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