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11 Most Read Iris Articles of the Week (September 5-9)


11 Most Read Iris Articles of the Week (September 5-9)

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyzSeptember 5-9, 2016.  Click the headline to read the full article.  Enjoy!

1. 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

2. Can Real Estate Be Your Retirement’s Secret Weapon?

Americans may believe in real estate, but they don’t necessarily do anything about it when it comes to retirement. — Pam Krueger

3. Advisors: 6 Irresistible Incentives to Quadruple Your Prospect List

The reciprocity principle suggests that people give back to you the kind of treatment that they’ve received from you earlier. — Ronald Sier

4. The DOL Fiduciary Rule Can Help Your Business Processes

Whatever you may think about John Oliver, he’s a great process improvement specialist. In just a few sentences, he recently summarized an entire retirement funding strategy that works for many people.  — Thomas Phelps

5. These Market Highs Won’t Last Long

Don’t let the headline scare you—we’re not predicting a big market crash. But we do want to provide some perspective on what’s become a hot topic in the financial press this year. — Vista Capital Partners

6. Want More Exposure to Healthcare Stocks? Look to the Innovators

The products that are in development today are fascinating. Surgical knives are transforming cancer treatment by laser-focusing high dose radiation to treat otherwise inoperable tumors—with no invasive surgery, no anesthesia, and no post-treatment downtime. — Nasdaq Global Indexes

7. Is a Rate Hike Coming? Consider Shedding Some Duration

The skepticism surrounding a hike isn’t unfounded. After all, the list of events driving global economic uncertainty is long. Brexit. Terrorist attacks in France. The earthquake in Italy. The China “slowdown”. — Bill Acheson

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. Advisors: How To Make It Easy For Your Clients To Refer You

You need to be able to articulate that in a meaningful, repeatable, referable way. When you get that right, that means you understand the essence of your business. — Robert Brown

10. Market Downturn? What’s Your Price for Protection?

With markets hitting new highs and headlines warning of doom from all corners of the world, investors are rightfully worried about the severity of the next downturn.  And the fear is justified given that the largest drawdowns have also been the most recent. — Joseph Hosler

11. 65 Habits of Highly Successful Advisor and Asset Manager Websites

Most financial advisors and asset managers presumably believe in disciplined investment management, and have protocols for how to get referrals and otherwise build the sales pipeline. But have they developed repeatable habits for creating and managing a world-class lead generating website? — Frank Serebrin

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