Today’s Advisor CRM: Not Your Father’s Rolodex
CRM tends to be the most under-appreciated technology in an advisor's toolbox despite the fact that choosing a CRM is one of the more important decisions an advisor can make.
Trump’s Misplaced Priorities Imperil His Economic Agenda
The president is on the verge of endangering the most significant aspect of his entire agenda -- a once-in-a-generation opportunity to accomplish tax reform.
Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
Closed-End Funds: Democratizing Alternative Investment Strategies
Unique structure and stable asset levels allow CEFs to invest in nontraditional, less liquid assets.
Looming Advisor Shortage Demands Better Gender Balance
The challenge of attracting women to the financial advisory profession can’t be solved without addressing the root causes.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
Ackman's Investors Won't Get Their Yachts
Channeling Fred Schwed Jr., there’s at least one more question hanging over Bill Ackman's Valeant debacle.
Thou Shalt Not Buy Biblically Responsible ETFs
The companies CWM will not invest in do not reflect “biblical values.” Where the TF provider goes a step further is its stance on what it called “the LGBT lifestyle.”
Advising Clients on Social Security: Talking Points, Part 3
This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the “Three-Legged Stool.”