Risk Management

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  How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2

  By Gil Weinreich, AdvisorOne  |  June 13, 2013

  Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of “gamma” whose applications have immediate take-home value for financial advisors.

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  Finke Says Jump in Rates No Panacea for Savers, Retirees: Live Blog, Day 1

  By Gil Weinreich, AdvisorOne  |  June 12, 2013

  Perusing some investment literature in the Morningstar conference's lonely press room, I see an old retirement report and a conflicting story in today's Journal that prompts me to call up Michael Finke to sort it out.

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  Millionaires’ Biggest Financial Regret

  By John Sullivan, AdvisorOne  |  June 7, 2013

  In a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.

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  A Startling Illustration of Globalization’s Investment Impact

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A recent panel of top managers reveals interesting facts about where we’ve been, and where we’re headed. One point: the rapid growth of emerging markets' investment grade opportunities.

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  In Medicaid Planning, Don’t Surrender Life Insurance—Trade It for LTC Instead

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  June 3, 2013

  Your clients who are nearing retirement age might often wonder why they bother maintaining the life insurance policies they’ve funded for years. But under some recent state proposals, owning a life insurance policy can actually help clients in LTC planning.

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  High-Risk Trading—Not of Derivatives but of Homes

  By Marlene Y. Satter, AdvisorOne  |  May 28, 2013

  Whole businesses have sprung up around the concept of home-swapping for vacations, but one thing often lacking is insurance against the additional risk.

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  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

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  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

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  When Your HNW Clients Make Music, Be Sure They’re Covered

  By Julie Sherlock  |  May 20, 2013

  If those clients or their children are budding—or wannabe—Paganinis or Claptons, be sure their valuable musical instruments are covered by following these six steps.

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  New Index Measures Individuals’ Commitment to Philanthropy

  By Michael S. Fischer  |  May 14, 2013

  New research shows that affluent individuals’ commitment to philanthropy is progressing in tandem in Asia and Europe and moving more slowly in the Middle East.