-
By Michael E. Kitces |
January 8, 2013
First up in an intense year for advisor regulation: movement from the DOL on its fiduciary rule.
-
By Gil Weinreich, AdvisorOne |
January 2, 2013
Substantial gains across asset classes in 2012 confirmed the old adage about the market ascending a wall of worry. But the certainty of political fighting over spending cuts in the first quarter should provide market entry opportunities to those who missed last year's ride.
-
By Ben Warwick, Quantitative Equity Strategies |
January 2, 2013
The markets this year will be dominated by politics: expect panic sell-offs, but hew to the long-term view in building sensible client portfolios.
-
By Gil Weinreich, AdvisorOne |
January 1, 2013
Whether the goal is increased prospecting, better client service or a CFP designation, the trouble advisors run into is not an inability to frame a worthy goal, it’s the ease of getting out of it.
-
By Joyce Hanson, AdvisorOne |
December 28, 2012
Wall Street believes that the world’s central banks will do their best in 2013 to force reluctant investors to move their money out of bonds and into stocks.
-
By Joyce Hanson, AdvisorOne |
December 27, 2012
The fiscal cliff, an accommodative Fed and slow economy will conspire to push yields down, say analysts with Loomis Sayles, LPL, Morgan Stanley and more.
-
By Janet Levaux, AdvisorOne |
December 27, 2012
Many analysts are generally bullish on commodities for 2013, expecting rises in precious-metals prices, but the World Bank disagrees with the consensus.
-
By Michael S. Fischer, AdvisorOne |
December 26, 2012
Charities await possible changes to tax laws, as impact investing, donor collaboratives and global philanthropy show strong potential.
-
By Mike Patton |
December 24, 2012
First a reminder--advisor, avoid large losses--but it might also be time to consider these real estate and bond funds
-
By Danielle Andrus, AdvisorOne |
December 21, 2012
By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.