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Most Read IRIS Articles of the Week: June 19 – 23


Most Read IRIS Articles of the Week: June 19 - 23

Here’s a look at the Top 11 Most Viewed Articles of the Week on, June 19 – 23, 2017 

Click the headline to read the full article.  Enjoy!

1. The Applicability of the DOL Rule to a Fee Only RIA

Unless you have been living under a rock, you are already aware that June 9, 2017 marked the official compliance effective date of the DOL Rule. Although advisors have until January 1, 2018 to be in full compliance of the new rule, it is recommended that you get started today. — Brian Young

2. Only 1 out of Every 10 Financial Advisors Puts Clients Interests First

If it weren’t already hard enough to understand whose side your financial advisor is on, it got more complicated on June 9, 2017. As of that date, all financial advisors who sell products are required to forego any sales agenda and give advice that would benefit their clients or customers (called “fiduciary advice”). — Rick Kahler

3. Want to Attract HNW Millennials? An ESG Strategy May Be the Answer

There is an immense opportunity facing advisors today. Millennials are finally coming of age, and they are slowly but surely inheriting significant wealth from their baby boomer parents. Money is in motion. — OppenheimerFunds

4. Understanding the Investment Opportunity of Deep Learning

Deep learning – a form of artificial intelligence inspired by the human brain – is sweeping across every industry. It has set new performance records in a wide range of global sectors and could be the single most important software breakthrough since the invention of the internet, and now, exchange traded fund investors can also access the potential growth of this rising tech segment. — Tom Lydon

5. Asset Allocation Top Picks

In terms of the breadth of global growth, the first half of 2017 is shaping up to be the best start to a year since 2011. A surge in economic momentum in Europe and Japan, and solid corporate earnings globally, amply offset some wobbles in the hard data and a below-expectations print for U.S. first quarter growth. — John Bilton

6. The Fed, China and Equity Market Risks

The easy money policies from the global central banks that have propelled the equity markets higher since the global financial crisis are reversing. — John Derrick​​​​​​

7. The Most Expensive Gap In Your Business Today

There may be a gap in your business that you don’t even realize. A gap that is creating sales, marketing, employee or product development challenges. There’s a straightforward fix for this, but until it is addressed it can be pretty expensive. — Barry Chandler

8. Don’t Be Tempted to Persuade Your Clients

Recently, I’ve been seeing a lot of articles about Advisors persuading clients to move from active management to passive management. Persuading clients to follow the way you manage investments is a big mistake. Do this instead. — Paul Kingsman

9. Six Different Ways You Could Lose Money in Bond Funds

Do You Use Bond Funds For Income? Do You Really Think They’re Safe? Do I really want to read about losing money?  YES!  This article is how to potentially avoid losing money, especially if you are approaching retirement or you are already retired. — Scott Krase​​​​​​​

10. 4 Financial Actions to Implement This Summer

When summer hits, our moods brighten, our excitement heightens, and we’re more inclined to be active—physically or mentally. Summer is the best season for New Year’s resolutions because you have the warmth and sun to promote that connectedness between thought and action.— Michael Kay

11. Client Outreach: A Business Primer for College Grads

If you have clients who just celebrated a child’s college graduation, now is a great time to bond with the new graduate—who is your NextGen client. After taking this approach to reaching out with some financial guidance, it’s time to take the next step by offering some sage advice about how to survive—and thrive—in the workplace. — Laura McCarron​​​​​​​

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