Advisor or Adviser? It’s More Than Semantics
Suppose I called myself a “docter,” and opened a medical clinic? Or a "lawyor," and started pounding out wills for people?
How Not to Behave With Bulls. Literally.
State Street’s “Fearless Girl” statue: Good art, fine intentions, misdirected message.
4 Millennial Marketing Tips: Cheap Is the New Black
Yes, they're frugal, but use that thriftiness as a means to attract and retain younger clients.
Humans to Robos: You Can't Touch This
Financial advisors have an important role to play in creating a holistic wealth management experience. There is no substitute for the human touch.
Big SEC Penalties May Be History Under New Chair
Acting SEC Chair Piwowar’s recent decisions and comments regarding penalties suggest a move away from higher and higher penalties against advisors.
The Surprise Tax Hit for Post-Medicare HSA Contributions
Many clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
Advising Clients on Social Security: Talking Points, Part 2
This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
Advising Clients on Social Security: Talking Points, Part 1
This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
How to Comply Now With Labor's Fiduciary Rule(s)
Here are some guidelines on what rules apply to investment recommendations, retirement plans and IRAs until the rule is eventually killed.
Is College Debt Advisors’ Next Black Swan?
Advisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?