FINANCECONVER

Backing Up The Brokers

Backing Up The Brokers

Regulators are requiring brokers who sell retirement savings plans to meet a fiduciary standard. by Scott Revare, CEO, Smart 401k The last thing that most broker-dealers that sell and service 401(k) plans want is...

The Missing Piece of the Portfolio Puzzle

The Missing Piece of the Portfolio Puzzle

Only recently have managed futures become accessible to individual investors. These assets – investments whose value varies with changes in market indexes, interest rates, currency exchange rates and commodity prices – have long been...

New Year = Perfect Reinvention Time

New Year = Perfect Reinvention Time

Great article!A “must read” as we enter the New Year:Cover Story – Investment Advisor magazine: Reinvention Time By Robert F. Keane Scott Hanson and Pat McClain have built several successful advisory businesses. Now they’ve...