Steady Flows: Aqua America Continues to Reward Investors with Reliable Income...
[ILLUSTRATION OMITTED] Timothy Winter, CFA Gabelli & Company 314-238-1314 TWinter@gabelli.com Aqua America (WTR; Bryn Mawr, Penn.) is the second-largest publicly traded water utility in the U.S.,...
View ArticleWall Street's Alliance against Hackers: Cybersecurity Alarms Have Brought...
[ILLUSTRATION OMITTED] JP MORGAN CHASE & CO. CHIEF EXECUTIVE Jamie Dimon fired one of the first shots in the financial services industry's war on computer hackers after a 2 014 cyberattack on his...
View ArticleMaking Choices about Annuity Alphabet Soup: Case Studies Demystify the Merits...
Despite the fact that annuities are uniquely designed to provide guaranteed income for life, over the last 30 years, they have been used mostly as a means to provide tax-deferred accumulation....
View ArticleEnergy: Time to Bottom Feed?
ENERGY PRICES HAVE CRASHED, TAKING ENERGY stocks down with them. The Energy Select Sector SPDR ETF (XLE) suffered a 21.47% loss in 2015 and many analysts still see doom and gloom ahead. Is it time for...
View ArticlePassive Beats Active in '15: Report
LAST YEAR WAS TOUGH FOR THE EQUITY MARKET thanks to falling oil prices, a strengthening U.S. dollar and other factors. The S&P 500 had a total return of nearly 1.4% in 2015 vs. 1.0% for the S&P...
View ArticleHow Funds Did in Q1 Overall & vs. S&P 500
The first quarter was ever-so-slightly kind to the average mutual fund, according to the latest Lipper performance report. Equity funds, in fact, improved 0.1% for the period. Mixed-asset funds moved...
View ArticleHow Wirehouses, Experts View DOL Rule
On April 6, the Department of Labor released its final version of a new fiduciary rule, which requires financial advisors to meet a fiduciary standard rather than a suitability standard when making...
View ArticleRethinking the Idea of Advisor as 'Supernova': Why a Popular Service Model...
[ILLUSTRATION OMITTED] This article was triggered by conversations with financial advisors who are spending massive amounts of time talking to clients, both face-to-face and in person. A few questions...
View ArticleRBC's John Taft: Wealth Management's Evolution: Soon to Retire, RBC Wealth...
John Taft, chief executive officer of RBC Wealth Management-U.S. in Minneapolis, oversees approximately 1,900 advisors with about $264 billion of assets under advisement (as of late March 2015)....
View ArticleThe Panama Papers and a Troubled World Economy: The Massive Leak Reveals More...
The leak of some 11.5 million documents from the Panamanian law firm Mossack Fonseca has triggered outrage around the world. There has been speculation as to how revelations about large offshore...
View ArticleDivorce and Annuities: Costly Combination: An Annuity Can Seem Harder to...
Divorce can be a very difficult process for all parties involved. Setting aside the emotional impact, it can also be very destructive to the financial well-being of both parties. And if your client...
View ArticleWhy Recruiting Deals May Have Peaked: High-Flying Packages Enter a Tougher...
[ILLUSTRATION OMITTED] It's my view that we may well remember 2015 as the year that wirehouse recruiting packages topped out. Deals may remain at eye-popping levels for the near term, but future...
View ArticleOvercoming the Fear of Advisors: Anxieties about Working with Advisors Are...
As a financial advisor, money, undeniably, is your world. But in the broader culture, talking about money from a personal perspective remains a big taboo. People feel shame about money: if they don't...
View ArticleHave Emerging Markets Regained Their Mojo?
The resurgence of beaten-up emerging market stocks has been among this year's biggest turnaround stories. Will it last? After seven painful years of underperformance relative to developed country...
View ArticleWhom Should You Trust with a Trust? It Takes More Than Integrity
Should clients choose a trusted friend, family member or professional to manage a trust? The answer depends on many different variables--so it may be different for each client. The following are...
View Article5 Cold Call Strategies You Need to Know: Make Your Words Count and Your Math...
[ILLUSTRATION OMITTED] I have put a lot of cold calling resources for you at www.billgoodmarketing.com/ coldcalling. There you will find my previous articles on cold calling and lots of other goodies....
View ArticleIn Fiduciary Land: Which Products Can Thrive? Mutual Funds, Annuities and...
The dust is still settling from the recent Department of Labor fiduciary rules and most people I talk with don't know quite what to make of it. Of course, that hasn't put a damper on their willingness...
View ArticleRate Sensitive Markets Thrive
It's fair to say that proclamations of fire and brimstone for markets that are sensitive to interest rate changes were premature. U.S. Treasury ETFs with maturities of 20 years or longer like the...
View ArticleQ1 Brings Weaker Results
Bank of America's wealth and investment management had about a 2% drop in revenue to $4.4 billion on weaker non-interest income. The unit's net income, though, rose 13% year over year to $740 million...
View ArticleFund Fees Are Down (& Popular)
According to Morningstar, investors last year paid the lowest-ever average fees for mutual fund and ETF assets. "Fees in the asset management industry are coming under increasing scrutiny, and this...
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