Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , October 24-28, 2016.
Click the headline to read the full article.
Enjoy!
Advisors and recruiters alike tread cautiously through a new land filled with uncertainty when it comes to transition packages. —
M indy DiamondThanks to the DOL, the number of ‘for sale’ signs on advisory practices is likely to escalate in the next 12 months, and for the first time in ages, there may be more sellers than buyers. —
Bill AchesonBelieve it or not, the onslaught of new technology, the rise of the robo advisor and the oncoming DOL rule has actually made it a more exciting, more promising time to be an RIA. —
Joe AnthonyYear-to-date gold mining stocks have surged, with the Philadelphia Stock Exchange Gold & Silver Index (“gold miners”) up over 110% as of September 23rd, setting off a new “gold rush” in the eyes of investors. —
Maxwell GoldThe simple question, “What do you do?” doesn’t need to tie you up in knots. Focus on these three Rs to ensure you have your elevator pitch mastered. —
Paul KingsmanIf you’ve been advising clients for more than a decade, alternative investments probably haven’t been on the list of options you’ve discussed with most of them. —
Jason PlucinakWhenever an industry starts to transition, it can be difficult to describe the changes occurring or to create a lexicon of easily understood terms. The advisory industry has reached a maturation and evolution point where the “nextgen” advisor is beginning to receive widespread attention. —
Kyle HiattThere’s a lot of negative talk surrounding UHNW (ultra-high-networth) millennials. Assumptions about how they view their wealth have deterred many wealth advisors from capitalizing on the opportunity presented by this highly misunderstood generation of inheritors. —
Laura A. RoserThe DOL Conflict of Interest Rule is expected to have the biggest impact on financial services since ERISA was enacted in 1974. As firms scramble to comply, four key questions rise to the surface ... —
Broadridge Financial Solutions, Inc.With all the research to the contrary, why does active investing flourish? There are three reasons. First, people are confused. Few investors understand that Wall Street has every financial incentive to keep you confused. —
R ick KahlerThe present economic climate offers heightened insecurity that recalls the traumatic memories from 2008. As far as investing is concerned, clients look to their advisers for precise navigation through these churning waters with the expectation/hope that “the outcomes from this next cycle will be different.” —
Kirk Loury