The Practice Management Channel

Commodities Are Flashing a Once-in-a-Generation Buy Signal

The investment case for commodities, gold and energy is more compelling than at any other time in recent memory.

After #ZuckerbergHearing, Investors Don’t Unfriend Facebook

Facebook’s margins could ebb this year, but they remain at elevated levels and profits could still grow meaningfully.

The Positive Side of Being Overwhelmed

There are things coming at me from all corners – my own clients, my boss’ needs and other projects he wants me to be involved with in our firm – and he is asking me to obtain a certification, which I haven’t even been able to investigate yet.

Planning for a Successful Transition to a New Firm

You have undoubtedly heard stories about brokers changing firms who experienced everything from a minor disruption in revenue to an all-out career catastrophe. While you cannot anticipate every event, there is one thing you can do: Plan your work, and work your plan.

A Compliance-Friendly Social Media Strategy

Even if your ability to post to social media is restricted, it is still a very powerful prospecting tool. Here are a few ideas that don’t involve posting content.

How to Avoid a Costly Mistakes with Your Web Page Design

First impressions start with your web page. Unfortunately, many advisors are badly misled by faulty advice about web site content and design.

Venerated Voices™ Q1 2018 Rankings

Advisor Perspectives, a leading publisher serving financial advisors and the financial advisory community, has announced its Venerated Voices awards for commentaries published in Q1 2018. Rankings were issued in three categories: The Top 25 Venerated Voices by Firm, The Top 25 Venerated Voices by Author and The Top 10 Venerated Voices by Commentary.

The Future of the FPA, the CFP Board and the Organizations that Run the Planning Profession

Last month, I asked readers of Advisor Perspectives to help me think through some complicated issues regarding the future of the profession. Should the professional associations (like the FPA and NAPFA) consolidate in order to create more scale and unity, or should we maintain a healthy competition between them? Today we look at the responses I received.

Five Tips for Clients on the New Tax Law

The Tax Cuts and Jobs Act as created a media frenzy and widespread confusion. With that in mind, I will provide a brief overview of the new provisions, followed by some practical ideas on how clients can reduce taxes.

How to Avoid the Mid-Sized Firm Trap

Mid-sized advisor firms, upon graduating from being a one- or two-person operation, find themselves contending with all sorts of growing pains. All of a sudden they have the marketing issues of a larger firm – with an infrastructure that hasn’t caught up. Here’s my best advice to escape the trap of the mid-sized advisor firm.

The Good Shepherd Investor

David was the King of Israel and the writer of many of the Psalms. He spent his formative years as a shepherd and framed his life’s work around the key concepts from his profession. Herds were the primary form of wealth back then, while common stocks are a primary form today.

Bond investors should not mourn the end of QE

QE is slowly dying out and it will hopefully be remembered as a historical curiosity. In the meantime, you and your clients should take comfort in the combination of the market’s efficiency and the Federal Reserve’s deliberate approach.

Checks and Balances

How much debt is too much? [Carl/The Northern Trust Economics team] digests the outlook for debt across countries and levels of government, recaps the most recent outlook for the U.S. fiscal situation, and contrasts China’s current ascendance with the historical example of Japan.

How I Own My Gold

Those who own gold often argue how to best own it. I encourage anyone holding gold to assess the pros and cons of different choices of gold ownership to make an educated rather than emotional decision.

What To Do If Your Social Media Stinks Like the Cleveland Browns

For those of you who think that social media is a useless tool for financial advisors, I’m going to tell you a story about my success back when I was an advisor.