Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , September 5-9, 2016 . Click the headline to read the full article. Enjoy!
Make no mistake–an ignorance of personal finance, while probably unintentional, has serious consequences. Just over half of respondents said they are worried about running out of money in retirement, only one in five are willing to take risks when investing. —
Brad ShermanAmericans may believe in real estate, but they don’t necessarily do anything about it when it comes to retirement. —
Pam KruegerThe reciprocity principle suggests that people give back to you the kind of treatment that they’ve received from you earlier. —
Ronald SierWhatever you may think about John Oliver, he’s a great process improvement specialist. In just a few sentences, he recently summarized an entire retirement funding strategy that works for many people. —
Thomas PhelpsDon’t let the headline scare you—we’re not predicting a big market crash. But we do want to provide some perspective on what’s become a hot topic in the financial press this year. —
Vista Capital PartnersThe products that are in development today are fascinating. Surgical knives are transforming cancer treatment by laser-focusing high dose radiation to treat otherwise inoperable tumors—with no invasive surgery, no anesthesia, and no post-treatment downtime. —
Nasdaq Global IndexesThe skepticism surrounding a hike isn’t unfounded. After all, the list of events driving global economic uncertainty is long. Brexit. Terrorist attacks in France. The earthquake in Italy. The China “slowdown”. —
Bill AchesonThe most successful advisors of the future will crack the code to combining digital solutions with human capital to provide a more comprehensive offering to clients — and achieve greater scale in their practice. —
Mitchell H CaplanYou need to be able to articulate that in a meaningful, repeatable, referable way. When you get that right, that means you understand the essence of your business. —
Robert BrownWith markets hitting new highs and headlines warning of doom from all corners of the world, investors are rightfully worried about the severity of the next downturn. And the fear is justified given that the largest drawdowns have also been the most recent. —
Joseph HoslerMost financial advisors and asset managers presumably believe in disciplined investment management, and have protocols for how to get referrals and otherwise build the sales pipeline. But have they developed repeatable habits for creating and managing a world-class lead generating website? —
Frank Serebrin