Underwriting remains huge issue
The responses are pouring in for the inaugural LHP Advisors on Carriers Survey, and not surprisingly underwriting is a primary concern for advisors
Fund managers moving to maximize value
Capacity targets have one investment firm moving to cap three funds in the coming weeks – a move that is part of a broader trend to optimize investment value
Canadian gets the nod at CFA Institute
Beth Hamilton-Keen, CFA, has been elected the new chair of the Board of Governors of CFA Institute, the global association of investment professionals.
Advisors ditch most-celebrated stock ever?
With the markets looking inflated, a growing number of finance professionals say paying 140% of book value for a stock with mediocre returns is simply not in the client’s best interests – even if it’s…
Robo-advisors: more friend than enemy
New data suggests the introduction of automated advice could actually bring advisors closer to meeting a key objective for all industry players
Turnaround time for oil?
Oil securities continue to languish, but advisors are expressing new optimism that values will in fact creep upward. But when?
Burning the candle at both ends
Here’s a seven-step guide to sustaining high performance without letting your health suffer
Big bank IIROC advisor goes rogue and pays the price
An ill-advised move by an advisor reminds regulators that no amount of supervisory oversight can regulate ‘stupid’
CFP re-testers fail to grasp exam’s importance
They say repetition is the key to mastering any skill but, if the latest CFP results are any indication, that old saw is the farthest thing from the truth
Advisors need a better understanding of charitable gift planning
Charitable giving among high-net-worth clients is on the rise, but advisors need to gain a better grasp of the nuances of what it means to be a “charitable gift planner,” says one industry insider