Practice

Exempt offerings require care

While it may be tempting to offer exotic investments to your high net worth—or even mass affluent—clientele, advisors should think twice before dipping their toes into the exempt market.

By Staff |May 30, 2012

3 min read

Failure paralyzes clients

People who lose $1,000 feel bad. People who find $1,000 feel good. But the person who finds $1,000 doesn’t feel as good as the person who loses $1,000 feels bad. In fact, the loser weighs on the issue twice as heavily as the gainer. That’s loss aversion.

By Hersh Shefrin |May 29, 2012

2 min read

Are your fees transparent?

I've noticed that every 3 to 5 years our industry goes through a fee debate but in the end nothing changes.

By Robert Abboud |May 29, 2012

3 min read

Takeaway: Prepare for RSVPs

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |May 28, 2012

1 min read