Globe Advisor

Importance of estate and incapacity planning can never be underestimated

Financial advisors need to remind clients of the consequences and complications that may arise if they don’t have a will or power of attorney documents in place

Is index investing ‘passive’ in name only? Globe Advisor content

The key misconception about index funds and the indexes they track is that both are based on hard and fast formulas. But, in reality, both are created, then tweaked or altered, by humans

Four ways advisors can help business owners transfer their business

There’s a key role to play in helping clients navigate the complex sale process and preparing them financially and emotionally for this major life change

Mutual fund firms beef up fee reductions Globe Advisor content

Preferred-pricing programs have given investors a welcome break on fees – and there are expectations that mutual fund companies will continue to pare fees in an effort to retain and attract investors

Insurers adapting to meet the needs of transgender people

Life and health insurers are paying close attention to the psychological toll that making the transition to another gender can have on people

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Importance of estate and incapacity planning can never be underestimated

Is index investing ‘passive’ in name only? Globe Advisor content

Four ways advisors can help business owners transfer their business

Mutual fund firms beef up fee reductions Globe Advisor content

Insurers adapting to meet the needs of transgender people

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Article text size

Globe Advisor

Importance of estate and incapacity planning can never be underestimated

Is index investing ‘passive’ in name only? Globe Advisor content

Four ways advisors can help business owners transfer their business

Mutual fund firms beef up fee reductions Globe Advisor content

Insurers adapting to meet the needs of transgender people

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