Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.
Variable Annuities, Death Benefits and the Uninsurable Estate Owner
Any robot can sell an annuity. You can untangle knots.
What You Need to Know About Annuity Classes
Understanding that any one annuity contract may be described accurately by several different labels is essential to an understanding of how it works.
Best Practices for Advisory Firm Partnerships
Across industries, more than 70% of M&A deals fail, financially speaking. Michael Kitces discusses a new paper on common triggers of problems.
3 ways to sell your ‘invisible’ services to prospective clients
Here's the good news: The factors prospects often rely on in choosing a financial planner are generally in your control.
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Top 3 Advisor Challenges for 2015: Advisor FinTech, Regulation, Differentiation
Post-robo technology arises, a surprise new regulatory issue comes to the fore and fat-and-happy advisory firms faces the crisis of differentiation.
6 things advisors should know about QLACs
If your clients aren't asking these questions yet, they will be very soon.
Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.