Five Reasons ETFs Are Getting More Interesting

Nov 11, 2016

Why advisors should continue to watch the ETF market.

New DOL Regulation and Smart Beta

Nov 10, 2016

Investors need advisors to cut through the crowded space to understand what they're getting.

Thirty-Year Bond Sale to Offer Fresh Investor Verdict on Trump

Nov 10, 2016

“They’re basically selling Treasuries because they really don’t know what Donald Trump has in store for them”

Are Robo Advisors Really Dying?

Nov 10, 2016

The disruptive technology is the ETF, not the robo advisor.

Advisor Loses Bid for House Seat

Nov 10, 2016

Andy Millard loses election for NC House seat, experts predict a post-Trump victory stock market bubble and wealthy investors are clamoring for robo advice.

Trump: Uncertainty But Longer Term Opportunity

Nov 09, 2016

Uncertainty to persist longer than Brexit without a similar rebound in the markets

Brexit’s Market Playbook Dusted Off for Shock Trump Victory

Nov 09, 2016

Brexit now seen as a 'dress rehearsal' for Trump victory volatility.

Victorious Donald Trump Is the Devil Wall Street Doesn’t Know

Nov 09, 2016

For Wall Street, which loathes unpredictability, Trump is an wild card.

President Trump’s Agenda For Wealth Management Industry

Nov 09, 2016

This presidential election has been one of the most polarizing in U.S. history. Now that it is over, President Trump will get to work on a lengthy to-do list of challenges, questions and decisions on policies that will have a direct impact on...

Want to Outdo the S&P? Invest in Manhattan Real Estate

Nov 09, 2016

Luxury condos in Manhattan outpace the S&P, advisors are overconfident on multi-generational wealth transfer and Michael Mahoney moves from Morgan Stanley to Snowden Lane.