1. Forget Everything You've Learned About MPT; New Academic Study Shows There Is A Free Lunch In Stock Investing
(Matching tags: global investing,investment strategies,index funds,value investing,risk,Wealth Management,investing,asset management,portfolio construction,financial planning)

Economist Robert Haugen, after researching risk and return at every stock market in the world from 1990 to 2011, is saying that the average return of the least volatile stocks outperformed the most volatile ...

2. "Non-Financial Fiduciary Services" Are No Longer An Option And "Softer Side" Services Rightly Enter The Fiduciary Conversation
(Matching tags: fiduciaries,investment strategies,Wealth Management,Wells Fargo)

The movement to include experienced wealth consultants and financial psychologists as part of a client’s regular advisory team just took a mammoth step forward.   A recent white paper ...

3. Millionaires Are Taking Money Out Of Their Investments Despite Brighter Economic Outlook
(Matching tags: investing,investor behavior,Wealth Management)

There were 200,000 more millionaires created last year and millionaires overall are taking money out of their investments. A multi-year high of 12% of millionaires are planning to withdrawing funds ...

4. I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions
(Matching tags: online financial advice,value proposition,Wealth Management,financial planning,practice management,Financial Planning Apps,advisor industry people)

... wealth management software and its name is inStream Solutions.   If Advisors4Advisors gave an award to the most innovative advisor application of the year, inStream would get it. In fact, inStream ...

5. Psychologist Who Developed A Model For A Healthy Relationship With Money Says American Psychological Association Ignores Mental Health Problems Caused By Money; Petitions APA To Create Division Of Financial Psychology
(Matching tags: women investors,profession,Wealth Management,client loyalty,client satisfaction,life planning,family offices,client communications,investor behavior)

Dr. Mary Gresham, an Atlanta psychologist who has developed a model for structuring a healthy relationship with money for individuals, says the American Psychological Association (APA) has ignored the ...

6. There's A Reason The Market Climbs A Wall Of Worry
(Matching tags: business cycles,US investing,Wealth Management)

Whether you’re a proponent of technical analysis of the capital markets, a subscriber to behavioral finance, or have any background in psychology, the reluctance of investors to get back into the ...

7. Tax Help For Women Aids Financial Health And Success
(Matching tags: Taxes,women investors,Wealth Management)

Thursday was International Women’s Day. It is a great reminder that women investors may have different concerns. Women may need education on what they need to know. For example, it’s a good ...

8. For Advisors, Business Success Requires Recognizing An Opportunity, Seizing The Moment, And Taking A Risk; An Introduction Of Lisa Gray To A4A Readers
(Matching tags: leadership,Wealth Management,RIAs,managing,family offices,practice management,business owners,advisor industry people)

At dinner last night here at the FPA Business Solutions in San Francisco, an advisor who manages a successful practice told a story about how he came to buy his practice from its former owner. It’s ...

9. Financial Advisor Designation Proliferation Is A Disaster For Consumers And Retirement Management Analyst Designation, A New Designation Sponsored By Product Manufacturers, Illustrates The Threat To Professionals
(Matching tags: retirement planning,prospects,Wealth Management,financial planning,marketing,retirement income)

“Retirement Management Analyst (RMA) Designation Expands Into Level 1 Curriculum and Level 2 Curriculum,” says the headline of a press release issued this morning by the Retirement Income Industry ...

10. Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars
(Matching tags: tax efficient investing,estate planning,Wealth Management,tax planning,financial planning,high net worth,client communications,prospecting,fiduciaries,advisor industry people)

  Bob Keebler’s explanation and analysis of income and estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually.

11. Do Negative Online Comments About Investment Advisors Signal A Shakeout Is On The Way?
(Matching tags: client feedback,online financial advice,competitors,Wealth Management,RIAs,client satisfaction,profitability)

  Evidence is mounting slowly that a shakeout could be on the way for financial advisors.    Ron Lieber, who covers personal finance for The New York Times, last week wrote about how ...

12. Competitive Intelligence: New Consumer Financial App Offers "The Complete Financial Plan" For $349
(Matching tags: online financial advice,competitors,Wealth Management)

... 10 years, but the cycle is under way.   LearnVest is part of a growing wave of disruptive innovation unfolding across the financial advice business. Another example comes from Wealthfront.   ...

13. More Details On The Implosion Of The Phoenix Office Of GenSpring, The Nation’s Largest Private Wealth RIA
(Matching tags: family offices,M&A,RIAs,Wealth Management)

The Phoenix office of GenSpring, the nation’s largest private wealth RIA, has been decimated by defections of staff as well as professionals. We reported two days ago that seven of the nine directors ...

14. Working With Business Owners? - Get Exit Planning Training
(Matching tags: Wealth Management,exit planning,financial planning)

... leave his or her business.  A clear understanding of the exit planning process is required to serve this market segment. My belief is that those in the wealth management business should participate ...

15. Tax-Efficient Investing: It's The After-Tax Return That Counts
(Matching tags: tax efficient investing,Wealth Management,asset management)

... can make a dramatic difference in wealth accumulation over time. Tax-efficient investing should be a top priority for financial advisors and their clients.  ...

16. Treasury Secretary Geithner In Op-Ed: "What The World Must Do To Boost Growth"
(Matching tags: Wealth Management,economy,interest rates,world economy)

Ahead of tomorrow’s meeting of the G-7 Finance Ministers and Central Bank Governors in Marseille, France, Treasury Secretary Tim Geithner, in an op-ed to be published in the September 9, 2011 edition ...

17. A4A Special Edition On The Downgrade Of America's Credit Rating
(Matching tags: U.S. credit rating,Wealth Management,U.S. economy,world economy)

To help investment advisors better understand the meaning of the downgrade by a major U.S. credit rating agency, Advisors4Advisors is today publishing a special edition.   A4A contributors, which ...