Blogs

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  After Boston Bombing, Understanding Chechnya’s Bloody History

  By Alexei Bayer  |  April 19, 2013

  With Russia and the United States facing the same threat, is there suddenly a community of interests that will bring the two countries together?

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  Strategies to Improve CE Credit: More Is Better

  By Michael E. Kitces  |  April 19, 2013

  The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.

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  Guiding Your Art-Loving Clients, Whether It’s a Passion or an Investment

  By Kathleen Tierney, Chubb  |  April 19, 2013

  Art collectors may love their pieces, but often they're as driven to buy by the perceived investing benefits. What’s the advisor’s role in guiding their clients?

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  5 Proven Ways to Drive More Word-of-Mouth Referrals

  By Cynthia Stephens, ByAllAccounts  |  April 18, 2013

  Can you systematize your word-of-mouth referrals, one of the most valuable forms of advisory firm business building? Yes; here's how.

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  When Disclosures Do More Harm Than Good to the Client

  By Bob Clark, AdvisorOne  |  April 17, 2013

  Disclosure is good, nondisclosure is bad—right? Perhaps it's not as simple as we like to believe, as Michael Finke of Texas Tech points out.

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  Strategies for CFP Board to Improve Continuing Education Credit

  By Michael E. Kitces  |  April 17, 2013

  It's no secret that the current state of CFP CE credit is a sorry affair. But the CFP Board, as the keeper of the CFP marks, wields a great deal of power to change the system for the better.

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  Ah, Spring! When HNW Clients Renovate Their Homes, With 6 Big Risks

  By Gary Raphael, ACE Private Risk Services  |  April 17, 2013

  An advisor may be asked for help in determining the best way to fund a home renovation, but there are also six discrete renovation risks that should be considered.

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  What Advisors Don’t Know About Variable Annuities: GLIBs

  By Mike Henkel, Achaean  |  April 16, 2013

  In the third post of our series on variable annuities, we look at the choices policyholders need to make regarding the guaranteed lifetime income benefit.

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  First Investor Protection Test for SEC’s White: FINO Over Fiduciary?

  By Knut A. Rostad  |  April 16, 2013

  The Institute for the Fiduciary Standard argues that SEC assumptions would usher in the era of the FINO—fiduciary in name only.

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  How to Manage Client Expectations When the Markets Are Soaring

  By Mike Patton  |  April 15, 2013

  When the overall stock market is soaring, you’d better have a plan to educate your clients about risk and reward, and goals.