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Most Read IRIS Articles of the Week: May 28-June 1


Most Read IRIS Articles of the Week: May 28-June 1

Here’s a look at the Top 11 Most Viewed Articles of the Week on, May 21-25, 2018

Click the headline to read the full article.  Enjoy!

1. The Easiest Way for Investment Advisors to Grow Their Book

In 2009 like many of you reading this, I just went through the craziest market correction since the depression.  Markets were tumbling, fear was everywhere, and uncertainty dripped off the foreheads of most Investment Advisors and Planners in the form of nervous sweat. How do you grow AUM in a market like that? — Tyler Hoffman

2. Smooth Out Market Volatility With a Merger Arbitrage ETF

Remember the halcyon days of 2017?  For advisors and investors, it was a fabulous year. The stock market maintained a steady climb skyward, and it delivered a nice, smooth ride to the top. In fact, if you look at the numbers, 2017 was the least volatile market since the mid-1960s. Of course, as many predicted, it was also the calm before the storm. — Index IQ

3. Why Prospects See Advisers The Way They Do

I once listened to a good friend, who is also a client and a good centre of influence and an advocate, explain what I do to someone else. It provided a shining example of why some prospects see us the way they do. — Tony Vidler

4. Building Fiduciary Standards Into Your Wealth Management Practice

The six-year-long battle over the implementation of Obama administration’s Department of Labor Fiduciary rule appears to be nearing its end with the demise of the rule itself. But, as Vanguard founder and retired CEO Bogle’s quote above shows, your investors’ demands that their wealth advisors rise to the ethical standards the rule imposes won’t die. — Dahna Chandler

5. Six LinkedIn Profile Rules to Ignore in 2018

There are numerous articles on how to properly write your LinkedIn profile. With all the advice that is floating out there, it’s no wonder that LinkedIn members might be confused. — Bob McIntosh

6. A Tailwind From Taxes: 1Q18 Earnings Bulletin

After an abnormally calm market environment in 2017, the first quarter of this year saw equity volatility come roaring back. For the better part of this business cycle, investors have believed that deflation was a bigger risk than inflation; however, the pendulum began to swing the other way in January, as 10-year U.S. Treasury yields moved higher and investors priced in a third Fed rate hike this year. — David Lebovitz and Tyler Voigt

7. Spending on Technology Is Heating up in Financial Services

Many insiders believe the long-term success of financial services firms depends on them becoming technology-driven companies. With the rise of robo-advisors, the inroads made by blockchain and the success of regtech, to name just a few developments, it’s hard to deny the rising dominance of technology in financial services. — Andrew Broadhead​​​​​​​

8. The One Number That Matters Most to Your Investments

It sure was fun while it lasted, wasn’t it? A new president, promises of deregulation and new tax cuts tickled the stock markets for 16 months. Now, there’s a wall of worry being built based on the threat of a trade war with China, Middle East turmoil and, instead of deregulation, new regulations on technology companies that may slow the exuberant gains the highest-flyers have achieved. — Bill Acheson

9. Why It’s Okay to Brag About Corporate Social Responsibility

Corporate social responsibility (CSR) is the continuing commitment by a business to behave ethically and contribute to economic development while improving the quality of life of the workforce and its families as well as the local community and society at large, according to The Word Business Council for Sustainable Development. — Brad Rye

10. Using Floating Rate Notes for Rising Rates

The 10-year U.S. Treasury rate is reaching fresh highs, and the Federal Reserve has a more hawkish outlook than in recent years. In this environment, floating rate notes (FRNs) may be an effective investment grade alternative to other fixed income instruments. — VanEck​​​​​​​

11. You Have Expectations from Your Clients, What Are They?

Attentive advisors do a lot for their clients.  It’s a fabulous story to tell as you explain what they can reasonably expect in this relationship.  Relationships are a two way street.  What should clients know about your expectations of them? — Bryce Sanders

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