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Advisors must carefully examine what countries and types of companies are in various indexers’ emerging and frontier market baskets.
Currencies can offer investors high returns, but advisors should be aware of the dangers of buying equity and currency assets from the same place.
Advisors need a global outlook to best serve their clients. International travel can help achieve such a vision meaningfully.
With domestic oil and gas production forecasts buoyed by fracking extracting technologies, many investors have begun to seek new ways to refine their asset portfolios so they bolster efforts to help the earth achieve sustainability.
Michael Aronstein, a portfolio manager for Marketfield Asset Management, says the Fed moves have forced advisors to rethink the way they use bonds in a portfolio.
Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?
"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now.
For some advisors, a virtual office model offers advantages other than a reduction in costs.
Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors.
"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors.
If Scotland votes for independence from the U.K., will that bolster or threaten the Scottish economy? What could it mean for ex-pat clients?
Industry struggles have meant a raft of changes for planners and their clients.
By now, most advisors have gotten the memo: the long-held conventional wisdom about the 4% rule no longer reigns supreme in the face of longevity projections and predicted long-term stock market returns. But they needn't worry.
Employee Stock Ownership Plans can provide company owners with a long-term exit strategy that offers cash flow, tax advantages and an opportunity to pay back employees.
Some 49% of Americans end up retiring unexpectedly. How do financial planners best help clients in this situation refashion retirement plans?
Though it can often pay to wait, advisors should help clients determine when it makes sense to file earlier for spousal benefits.
Advisors should help their female retiree clients balance their well-placed concerns about longevity with their tolerance for risk.
Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.
With retirement-aged couples divorcing with ever more frequency, financial planners should be ready to help recently divorced clients adjust their plans for retirement.
With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?