Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , August 29 - September 2, 2016 . Click the headline to read the full article. Enjoy!
You know you are different than most Advisors and you don’t want to be considered typical, in fact, you loathe the typical advisory process and often try and distance yourself. —
Adri Miller-HeckmanARK Invest and Coinbase define investability as providing ample liquidity and opportunity to invest. Globally, bitcoin exchange trading volumes are a good measure of the liquidity available to investors. —
Catherine D. WoodTake a look around, read the papers, use social media, surf the Web or watch commercials, and you'll see it: the quest to target the newest influential consumer segment is pervasive. —
Nasdaq Global IndexesEdward Jones announced changes in its model that purport to be fiduciary but in reality they are not. Changes to its IRA model may serve Edward Jones' interests, but they do not serve the best interest of investors. —
Kathleen McBrideWhat would it take for you to become a one percenter? How much net worth would put you in the wealthiest one percent in the United States? —
Rick KahlerGrowing productivity – or getting financial advisers to grow themselves and their business capability – appears to be a problem no matter who you talk to in financial services. And it doesn’t need to be. —
Tony VidlerSo here’s the question of the day: Are you making the grade with your portfolio returns? If you are, fantastic. It means you’ve found a way to balance risk, probably by embedding a good chunk of alternative investments into your portfolio to lower correlations and effectively hedge the general market trends and reduce risk, regardless of general market volatility. —
Mark V. PetersenThe most successful advisors of the future will crack the code to combining digital solutions with human capital to provide a more comprehensive offering to clients — and achieve greater scale in their practice. —
Mitchell H CaplanFinancial advice is tremendous at all stages in life from helping young newlyweds learn how to budget to transitioning employees into retirement. The first step towards reaping the rewards of professional financial advice is learning how the knowledge and expertise of an advisor will help you. —
Mackenzie InvestmentsMake no mistake–an ignorance of personal finance, while probably unintentional, has serious consequences. Just over half of respondents said they are worried about running out of money in retirement, only one in five are willing to take risks when investing. —
Brad ShermanWhy isn’t it a requirement to have an inspection done on a practice before buying? Advisors are buying practices on a handshake? What year is it and who does business like this? —
Matthew Halloran
