The network for financial advisors
The network for financial advisors
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Asset allocations
Voices
Why retirees should factor Social Security into their asset allocations
Dave Grant
Founder and planner
Retirement Matters
This retirement investing strategy can be a hard one to implement, but it makes academic sense.
Stock gains, target-date funds shrink behavioral gap in investment returns
Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.
Voices
10 tactless things I tell clients
Allan S. Roth
Founder
Wealth Logic
"I'm not right for you," along with other surprising things I tell clients.
Voices
The right — and wrong — ways to use Morningstar
Allan S. Roth
Founder
Wealth Logic
How can advisors best use the investment research firm's data to help clients?
$250M RIA leaves Triad over Ladenburg’s leveraged product policies
A directive on ETFs took the advisor by surprise after several years with the No. 29 IBD, he says.
When postponing Social Security can be a mistake
The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.
SEC charges advisor for ‘cherry-picking’ scheme
Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.
Volatility equals opportunity for web-based research firm
YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.
Clients make a dash for cash ETF
The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.
Hero or villain? Higher rates suddenly fit bull case on stocks
Advisors should consider how they are preparing for a rising rate environment.
See more Asset allocations
