Andrew Shilling is specialist of editorial operations at Arizent. Follow him on Twitter at @AndrewWShilling.
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Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.
June 14 -
Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.
June 13 -
Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.
June 13 -
Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.
June 12 -
While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
June 5 -
Clients should not only check the fees, but also compare their after-tax returns.
June 5 -
Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.
May 29 -
When clients are too focused on returns, bring the discussion back to expenses.
May 23 -
Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.
May 22 -
Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.
May 21
