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CIO
January 24, 2014
Kim S. Nash |
CIO Helps Civil War-Era Company Find Its Digital Future Western Union has survived dramatic business upheavals before. Can its CIO help this venerable company survive the digital payments revolution?   |
Registered Rep.
January 2, 2014
David Armstrong |
Editor's Letter: January 2014 Advisors in the future will need to embrace innovation, not shun it. |
Registered Rep.
December 16, 2013
Mindy Diamond |
Coming Together One way for advisors to be prepared in the event of something going wrong is to team with other advisors. |
Registered Rep.
December 13, 2013
Mark Miller |
A Step Back for Reverse Mortgages New rules from the U.S. Department of Housing and Urban Development that took effect in October reduce the size of some reverse loans, boost fees, and make drawdowns less flexible. |
Registered Rep.
December 6, 2013
Daniel Crosby |
When Alpha Becomes Beta The Nobel committee sent a strong message with its choice of three scholars with widely divergent world views, perhaps signaling to the broader financial services world that people from all camps have a lot to offer as well as much to learn. |
Registered Rep.
December 5, 2013
Diana Britton |
How Long Will Your Client's Mutual Fund Last? It's hard to stay the course when there's a good chance the mutual fund you're in may not be around for the long haul. |
CIO
December 16, 2013
Jeremy Kirk |
5 Things Businesses Should Know About Bitcoin The digital currency features low transaction costs but is highly volatile and attracting regulatory scrutiny. |
Registered Rep.
December 3, 2013
Megan Leonhardt |
Out From Under A rising market lifts many spirits, including advisor satisfaction with the firm that employs them. |
Registered Rep.
December 2, 2013
Diana Britton |
Leaving Home We ask why aren't advisors doing a good job of capturing the assets of their clients' kids? |
Registered Rep.
December 2, 2013
Brad Zigler |
Are Bears Being Burned By Inverse ETFs? Compounding is a wonderful thing. But only if you're a saver. It's a mixed bag if you're an investor, especially if you buy inverse exchange-traded funds. |
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