Staff Writer

Staff Writer

3 Steps to Manage the Wholesaler Parade

For financial advisors, the never-ending parade of mutual fund wholesalers can be overwhelming. Indeed, just the sheer volume of presentations can make it difficult to find highly qualified wholesalers that offer the best funds.


Don’t Get Buried by Market Outlooks

English: The ten largest economies in 2050, ac...

Researchers often joke about paralysis from analysis, or the idea that having too much information can make it difficult to reach a final decision on an issue and take appropriate action. The saying is highly appropriate during the first few weeks of each year, when leading investment managers and broker-dealers promote their 12-month market outlooks with a wide range of opinions being supported by in-depth research and the work of highly regarded thinkers.


Are Your Clients Fighting the Flight to Fixed Income?

Fear ruled the day in 2012 as investors spent much of the year fleeing equities in favor of fixed income. This has created an opportunity for financial advisors to help clients understand the need for investing in stocks for long-term capital appreciation while managing risk with asset diversification. Read more...

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