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11 Most Read Iris Articles of the Week (August 29 – September 2)


11 Most Read Iris Articles of the Week (August 29 - September 2)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyzAugust 29 – September 2, 2016.  Click the headline to read the full article.  Enjoy!

1. How to Articulate If You’re Different Than the Typical Industry Advisor

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-Heckman

2. Bitcoin: A Significantly Investable Asset

ARK 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. Wood

3. Millennials: The Newest, Most Influential Market Segment Is Now the Basis of a New Index/ETF

Take 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 Indexes

4. Edward Jones Gets It Wrong: Self Interest Trumps Fiduciary Interest of Retirement Investors

Edward 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 McBride

5. Our Economic System Isn’t as Broken as Some Would Have Us Believe

What 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 Kahler

6. This Is Why Many Advisers Do Not Grow

Growing 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 Vidler

7. Make the Grade With Portfolio Returns: A 3-Step Guide for Advisors to Rise to the Top of Class

So 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. Petersen

8. Big Data: Why It’s Important and How It’s Changing the Industry

The 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 Caplan

9. 3 Reasons Why a Financial Advisor is Integral to Financial Success

Financial 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 Investments

10. Most Americans Fail FINRA’s Basic Financial Literacy Quiz

Make 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 Sherman

11. Advisors: Do Not Buy Another Practice

Why 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

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