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11 Most Read IRIS Articles of the Week (July 11 – 15)


11 Most Read IRIS Articles of the Week (July 11 - 15)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyzJuly 11-15, 2016.  Click the headline to read the full article.  Enjoy!

1. 5 Mistakes Investors Make When Buying Mutual Funds

With over 10,000 mutual funds, when you go to buy a mutual fund, where do you start? Start by learning what NOT to do. You’ll keep more after tax income when you avoid these five mistakes when buying mutual funds. — Dana Anspach

2. 17 Questions Answered About the DOL Fiduciary Rule Change

If an Advisor recommends that a client rollover from a 401(k), hence increasing the Advisor’s AUM and the client’s fees (regardless of investment), does not that create a conflict of interest? — Christopher Winn

3. The Five Factors of Smart Beta Investing

Although recent interest in factor-based investing would lead one to believe that this is a new-fangled trend, the truth is factor-based investing has existed for decades. In fact, it has been a key component in the stock selection framework of active managers for years. — Nasdaq Global Indexes

4. Top 10 Reasons That You Are Not Getting Leads from Social Media

“But Sara, I’m already using social media and it’s going nowhere.” Social media fails to generate leads when any one of the following 10 things are happening.  — Sara Grillo

5. U.S. Homeowners Among 4 Big Winners to Emerge from Brexit

This is precisely what I’ve been writing about the last few weeks. If you’ve been following the mainstream media’s coverage of Brexit, you might think it’s little more than a reactionary, anti-immigrant groundswell. — Frank Holmes

6. Why Targeting Makes Prospecting Easier

Getting focused on a smaller well-defined group that you are already familiar with is easier and more effective than trying to sell to everyone. — Paulette Filion and Judy Paradi

7. The Yield is Gone – How Advisors can Avoid a “Clexit”

Remember the phrase “lower for longer” that the market used to use to describe the outlook for US interest rates? In a post-Brexit world, “lower forever” seems more appropriate. — Bill Acheson

8. Market Volatility and the Emergence of 10 Toxic Client Types

Market volatility is unsettling for most financial advisors. Dealing with up and down conditions is tough, but what makes it even worse is the emergence of “toxic clients” who begin calling frantically. These clients are “toxic” because they can have a poisonous effect on both the advisor’s mental and physical health. — Dr. Jack Singer

9. With Boomers Retiring, Where are the Millennials?

Driven by the improved economy, more Baby Boomer government workers are beginning to retire. This has been expected for some time. But the Millennials—people born in the 1980s and 1990s, who were supposed to replace them—aren’t stepping up the way they were expected to. — Linda Ding

10. When Will Our Anger Hit the Tipping Point?

For many, myself included, 9/11 was the tipping point that handed us a fear and hatred of Muslims. Call me naïve, but before that day, it had never even dawned on me that I had unknown enemies. — Beth Chunn

11. What Stories Are You Telling Yourself? How to Get to the Next Level of Greatness

So here you are; you have come so far. But, is this where you are going to stop? Or, are you ready to reach the next level of greatness? As you start out on your journey, here are five questions to ask yourself. — Elizabeth Stincelli

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