Articles

Articles from our Weekly Newsletters

Factor-based Investing poll: the results

Seven Steps to Hire Great Team Members

To make a hire, or ensure someone you have is operating at full capacity, here are my “Seven Tips to Hiring Success.”

Which factor-based strategy is most likely to outperform over the long term on a risk-adjusted basis

This is the third week of a weekly poll series we will launch on our site. It takes one minute and once you submit your response you'll be taken to a page where you can see the results. Continue the conversation on the results page about why you chose your answer by clicking on "COMMENT ON" APViewpoint link.

My Proposal to Help Female Advisors

In response to the parade of vile perpetrators of sexual misconduct, here’s a step that we can all take to help women. I’ve already taken it.

Why Clients Ignore Your E-Newsletters

Even if you don’t mislead or offend clients, if you bore them, the time and effort to communicate with clients is wasted. There are six components to doing a great job of communicating online. While some advisors get two or three of them right, almost no one nails all six … and as a result, you aren’t getting the return that you could.

The Unicycling Genius Who Invented Information Theory

Technology is the driving force of our economy, and investors and their advisors would be wise to learn as much about it and its history as they can. Jimmy Soni and Rob Goodman’s A Mind at Play opens a window into a crucial period in the creation of the Information Age in which we now live.

A Proposal to Reverse the Populist Tide

Why is income inequality important to economic growth? Economic justice concerns aside, if the bottom 80% are not generating sufficient income and are unable to spend, aggregate demand and economic growth will suffer.

The Federal Reserve versus Moore’s Law

How technology slows inflation across the economy.

Explore the surprising savings opportunities of an HSA

Unique tax breaks let you keep more.

Six Words that Drive Compliance Crazy

Here are six phrases to avoid using in your marketing copy if you want your chief compliance officer to like you.

Igniting the Spark!

I lack motivation to work with my staff and mentor or coach. Is this what happens to every advisor who has been doing this for a while?

The Powerful Relationship Between Dating and Closing Prospects

Being rejected by someone you hoped to date leaves a painful memory, just as does losing a prospect who was a good fit for planning services. Here’s the powerful lesson that avoids losses – in both situations!

Which type of annuity are you most likely to recommend to a client?

This is the second week of a weekly poll series we will launch on our site. It takes one minute and once you submit your response you'll be taken to a page where you can see the results. Continue the conversation on the results page about why you chose your answer by clicking on "COMMENT ON" APViewpoint link.

Poll question: Which type of annuity are you most likely to recommend to a client?

Insurance & Annuities Poll: The Results

Jeremy Siegel: The S&P 500 is Fairly Valued

The bull market in U.S. equities is behind us, according to Wharton professor Jeremy Siegel, who says that the S&P 500 is now “fairly priced.”