Employee or Independent Contractor? Avoiding Obamacare Penalties
The Affordable Care Act that certain employers provide health insurance for their employees or pay a penalty. Here's how to help your small business clients.
How to Differentiate Services Across Segmented Client Tiers
You know you should segment your client base into tiers, how exactly do you do so the right way?
How Workers’ Compensation Can Protect Clients’ Whole ‘Family’
Especially for high-net-worth clients, make sure they have workers comp coverage for themselves and their domestic employees.
Owners, Ya Gotta’ Learn to Share
To get the most out of junior partners and ensure a successful succession plan, owner-advisors need to share ownership.
5 Steps to Replicate Your Best Clients
Is there a way to find new clients that are similar to, if not exactly like, your best clients?
In Search of the Best Financial Planning Software: A Road Block
I really like Thomson Reuter’s portfolio management platform, but if an agreement can’t be reached with my custodian, TradePMR, I’ll have some decisions to make.
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
Coaches Corner: Make Year End Goal Planning a Team Sport
Following a six-step process—and getting buy-in from everyone on your team—makes for effective goal planning.
4 Billionaire Predictions for 2015
Based on shareholder letters and other writings from George Soros, Carl Icahn, Steve Mandel and other billionaire investors, here are four things to expect.