Most Read IRIS Articles of the Week: Feb 5-9

Most Read IRIS Articles of the Week: Feb 5-9

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, Feb 5-9, 2018


Click the headline to read the full article.  Enjoy!


1. Who Gets Sick When the U.S. Sneezes?


With the U.S. economy decidedly late cycle and the bull market looking to some, at least, a bit long in the tooth, international investment opportunities seem increasingly attractive. — John Manley

2. Do We Have Proof Roboadvisors Aren't Advisors?


Roboadvisors often claim to solve poor investor behavior through their automated way of investing. I have always disagreed, and suggested that investors would not be able to hold on at the next correction - regardless of a Roboadvior platform. — Jay Mooreland

3. 5 Things to Watch in the U.S. Equity Markets in 2018


The adage that “bull markets climb a wall of worry” held true in 2017, as political strife in Washington crescendoed to a level not seen before, geopolitical factors worsened, and the rally to new highs brought out the bears in the media. — Chaikin Analytics

4. Reality Strikes: Bond Yields Deliver a Long-Awaited Blow to Equities


While many in the markets are today worried the Fed may raise rates more than was previously expected, we’d like to point out a few realities. These may or may not affect the Fed’s decisions, but in our view, they deserve some attention. — Lenore Elle Hawkins

5. Prepping For Another Wave Of Biotech M&A


Believe it or not, the last couple of years have been quiet on the deal-making front in the biotechnology and pharmaceuticals. Combined mergers and acquisitions among biotechnology and pharmaceuticals firms for 2016 and 2017 was just $106 billion, or half the $212 billion seen in 2015 Tom Lydon

6. The Power of Clarity in the Investment World


By definition, the Greek word Nepsis means to be watchful, alert, and vigilant with a clear and sober mind against illusions thus allowing one to obtain ultimate clarity. In the investment world, clarity is difficult to obtain, and the lack thereof is particularly prevalent among many investors. Mark Pearson

7. Eight Things Nobody Tells You About Being a Financial Advisor


I personally believe that there has never been a better time to be a financial advisor. People need specialized advice in a world full of robo-advisors and investment blogs that say one thing and do another. — James Pollard​​​​​​

8. Living in Color: Why I Stopped Caring About What White People Think


It must be a hell of a feeling when your skin, ideas, and presence become a golden ticket of Willy Wonka proportions in life. It must be nice to not only create the rules, systems, and standards but to actually be “the standard”. — Janine Truitt

9. 5 Ways To Eliminate Invisible Expenses and Earn More


You can cut budgets in many areas, but often, activities that waste your time can cost you the most.  Savvy financial advisors see that soft or invisible costs translate into hard dollars lost. — Maria Marsala

10. Eight Inexpensive Ways to Add More Client Value


Clients continue to demand more value from their outside advisors and service providers. Corporate executives themselves are under constant pressure to deliver more for less—to increase their output and spend less doing it—and they are passing that on to you. — Andrew Sobel

11. 17 Ins-and-Outs to Be Clear on Some IRA Basics


Some financial terms have become so ingrained in the vernacular that people are embarrassed to ask about them. It’s as if everyone else is speaking a language you feel you should know, but don’t really. Such is the case with IRAs. — Dana Anspach​​​​​​​

Douglas Heikkinen
Perspective
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IRIS Co-Founder and Producer of Perspective—a personal look at the industry, and notables who share what they’ve learned, regretted, won, lost and what continues ... Click for full bio

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

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

Here’s a look at the Top 11 Most Viewed Articles of the Week on IRIS.xyz, Feb 19-23, 2018


Click the headline to read the full article.  Enjoy!


1. Don’t Get Pinged by the Social Security Earnings Limit


I’d like to introduce you to Peggy. Born in 1956, Peggy will be 62 in 2018. She has worked in retail her whole life, the past twenty-five years spent in management. Peggy divorced from her husband 14 years ago, is still single and has no children. — Dana Anspach

2. We're Back to “Bad News is Good News” and “Good News is Great News”


This week the markets shrugged off last week’s fears and went back to the slow and steady melt up, despite economic news that looked likely to once again rock the boat. — Lenore Elle Hawkins

3. Q1 2018 Factor Views


Themes established in 2017 across a wide range of markets and factors continued to resonate through the fourth quarter. Economic growth was strong and supportive of equity markets across the globe, a range of volatility measures reached all-time lows, and business and consumer sentiment remained elevated. — Yazann Romahi and Garrett Norman

4. A Beneficial Basket of Commodities


Advisors and investors that feel they are hearing more and more about commodities and the corresponding exchange traded products in recent months are right. That is a natural result of dollar weakness and yes, the greenback is floundering again in 2018. — Tom Lydon

5. 3 Trends Shaping the Future of Asset Management


As the industry works to cope with new regulation, wades through an outpouring of new products, learns to satisfy investors’ shifting priorities and manages the active-passive debate, the viability of business units will be questioned, and at times radical measures will be taken. Peter Hopkins

6. 5 Ways Advisors Leave Money on the Table, and What to Do About It


My hope is that this article points out some opportunities for you to make more money and serve your clients at a higher level and that you decide to do something about it. — Bill Bachrach

7. The Market Has Gone Wild! Is It Time to Change Your Investment Strategy?


Whether the market is flying high or taunting your emotions with new lows and some bumpy volatility, here are four things every investor should keep in mind ... — Lauren Klein

8. How to Deepen Client Relations and Capture New Business Using Engaging Content


Why financial advisors NEED to understand much more clearly the power of good digital market. With tools like AdvisorStream, it’s easier than ever to get the content you need to drive leads and referrals today! — Kirk Lowe and Matt Halloran

9. Three Ways The Most Successful Gain Big Attention


How do some firms and ideas go from nowhere to everywhere in a few short months? All of a sudden a restaurant becomes popular, a gas station gains a cult following, or a Broadway show becomes too popular to get a ticket for years. — Maribeth Kuzmeski

10. Who Are the Hottest FinTech Firms and Influencers Around the World?


"Worldwide, $27.4 billion poured into fintech startups in 2017, Accenture reports, up 18% from 2016. With so much in play, it’s not surprising that 22 companies are new on this, the third edition of our list."  — Chris Skinner

11. The New Stock Market Normal Is Not What You Think!


Many sensational headlines have been written the past few weeks about market declines, but two things have increased for sure: the viewership and the ad revenues of financial media organizations — Preston McSwain​​​​​​​

Douglas Heikkinen
Perspective
Twitter Email

IRIS Co-Founder and Producer of Perspective—a personal look at the industry, and notables who share what they’ve learned, regretted, won, lost and what continues ... Click for full bio