wealth management
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.
The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.
Behavioral finance expert Daniel Crosby says there are four types of behavioral biases.
What were the leading stories from Enterprising Investor in January?
April Rudin, founder and president of The Rudin Group, spoke about the disconnect between clients and firms; the "new" client experience; and why she believes 2018 will be the “Year of the Client," in an interview with Lauren Foster.
The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.
“ALIS” stands for “autonomous learning investment strategies.” The ALIS wave is driven by smaller funds that leverage recent advances in artificial intelligence (AI) and machine learning, the explosion in data availability, and inexpensive cloud computing to generate alpha at a fraction of the cost of traditional managers.
Fintech is revolutionizing the financial planning industry and forcing a change in how wealth is managed. The drive toward efficiency and agility in practice management benefits both clients and advisers. Marguerita Cheng, CFP, RICP, provides an overview.
US filial support laws could be a potential "sleeping giant." For those with clients who refuse to acknowledge the importance of planning for long-term health care in retirement, read on.
William Birdthistle provides a witty description of mutual fund design and categorizes its imperfections entertainingly, offering more palatable alternatives. This slender volume is a welcome addition to the library of the professional and retail investor alike.