A $30-a-month charge for advice by one of the industry’s giants could upend the advisory business That’s the subheading of the InvestmentNews article. An excerpt: Vance Barse, a wealth strategist at Manning Wealth Management, agrees that advisers who charge...
With income thresholds higher and a lower SALT deduction after tax reform, the alternative minimum tax will realistically only apply to wealthy Americans with out-of-the-ordinary tax events. That’s the subheading of the InvestmentNews article. An excerpt: “One...
Passive Investing His struggle to attract assets shows how low fees and passive investing have brought star managers back down to earth. That’s the subheading of the InvestmentNews article. An excerpt: Vance Barse, wealth strategist at Manning Wealth Management,...
The company hopes technology can help advisers overcome compliance hurdles. That’s the subheading of the InvestmentNews article. An excerpt: D. Vance Barse, a wealth strategist with Manning Wealth Management, said he doesn’t use Instagram because he...
Hedging clients’ portfolios only after a stock market plunge is like shopping for seat belts after a crash. That’s the subheading of my column in ThinkAdvisor. An excerpt: The recent stock market decline reminds us that risk happens fast. Bond values also dropped,...
Absolute return strategies may help buffer portfolios against a downturn, but the landscape is quite large… That’s the subheading of my first column in ThinkAdvisor. An excerpt: Absolute return strategies strive to hedge your portfolio by taking both long and short...
