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Articles tagged: Advisors
An Intermediary to Lead the Process: Investment Banker or Business Broker?
The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker? Read More
Ramp Up Your Client Base with 3 Simple Lead Generation Tactics
Are you still using outdated lead generation tactics to build your customer base? Use these three steps to identify potential clients and draw them in. Read More
The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
Understanding Behavioral Finance and Your Financial Advisor’s Biases
Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments? Read More
The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice
What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers and advisors to offer retirement advice that fits in the best interests of their clients. Since then, the states of Massachusetts and New Jersey have […] Read More
Why Your RIA Fears Private Equity Investments
RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity funds are not easy to access, nor is private equity always easy to understand. But clients are becoming curious. In a 2019 RIA Sentiment Survey […] Read More
Don’t Get Emotional: The Reason for a Sluggish Average Investor Return
Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path. Read More
Alternative Assets and the “Average” Accredited Investor Installment #4
Overview of the Alternative Assets Landscape Subsequent installments in the series will dive into specific subcategories within the “alternative asset” asset classes. Think of those installments as the trees. This installment looks at the forest. There are many different ways of categorizing the alternative assets; no universally accepted approach exists. In this series, we group […] Read More
Using a Travel Agent to Plan a Trip Costs Nothing but Will Improve Everything
Using a Travel Agent to Plan a Trip is a Necessity Not a Luxury You know taking a vacation is great for your long-term job performance, stress levels, and overall health, and you finally got your spouse to agree to take a trip. But, you google your desired destination and suddenly planning a trip becomes […] Read More
Five Reasons Why Hiring a Corporate Trustee May Be the Right Move
Death and the Distribution of a Descendant’s Dough A trustee manages the assets, distributions and other obligations under a trust agreement. A corporate trustee is an entity, such as a bank-owned or independent trust company. There are many types of trusts. One of the more common is a testamentary trust. A testamentary trust is a […] Read More