Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , October 3-7, 2016. Click the headline to read the full article. Enjoy!
Can I be straight with you? What most financial planners claim about the importance of financial goals is totally wrong. —
Ronald SierIn case you haven’t noticed, the S&P 500 Index is looking a little different these days. —
Frank HolmesSo how can today’s advisors compete? What can you offer from the very first interaction with a prospect that sets you apart, ensures value for your fees, and gives your prospect the assurance that your offerings have the potential to deliver very real, long-term value? —
Nasdaq Global IndexesThe discussion surrounding how robo-advisers fit into the broader financial advice landscape has been widely debated for years. —
Joe AnthonyOver the past year, at least seven big life insurance companies have raised premiums on a range of Universal Life Insurance policies, many of them targeting increases on seniors. From this, the headlines have ensued ... — Michael Freedman
Charles Darwin would love financial advisors today. “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting themselves best to their environment". —
Grant HicksAs you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns. —
Marie DzanisIn an industry where firms are offering transition packages at high water mark levels, it’s easy for advisors to get caught up in the economics surrounding a potential move. —
Deborah AronsonIt is estimated that the financial advice industry derives almost 45% of their revenue from commissions as of 2015. As a result, many advisors and their broker dealers have been thrown off balance by the new policy. —
Joseph HoslerWouldn’t it be great if we could tell if someone was lying to us? —
LaRae QuyWant to learn five steps to simplify the content creation process for advisors? —
Kirk Lowe