on Apr 19, 2011
The prevailing wisdom is that investors, whose ability and inclination to face risk declines over time, should rebalance their portfolio as they age. More specifically, it is assumed that investors should invest more heavily in stocks when they are young, and then gradually shift from stocks to bonds over time. Near their retirement date, it is accepted that they should be primarily invested in high quality bonds whose volatility is much lower than that of stocks.
Posted by: admin
on Apr 03, 2011
On March 29, 2011 an article appeared on InvestmentNews.com under the title “Advisers not charging enough: Study”.
The article goes on to highlight results of a study by PriceMetrix Inc., a Toronto, Canada based firm that “helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management” (from pricemetrix.com).
A main message in the study is that “… many financial advisors are foregoing an average of $20,000 in fees because they are under pricing their fee-based business…”
Posted by: Yuval D Bar-Or
on Jul 22, 2009