The 3 Best Ways Indie Firms Can Add Female Advisors
The industry knows it needs to diversify, and steps being highlighted at the Ladenburg Institute of Women & Finance Symposium can help.
Inbound Marketing: Give Prospects What They Want, for Free
If you’re not using inbound marketing to help build your book of business, you’re missing out on a tremendous opportunity.
Trump Tax Reform Plan Could Roil Small-Business Retirement
While many small-business clients would welcome the lower tax rate for pass-through income, it could hinder these clients’ retirement planning options.
Estate Planning for Users of Assisted Reproductive Technology
Today, parentage can come in at least three different types.
A Historical Defense of the All-American Estate Tax
One thing about it: Andrew Carnegie liked it.
Focus on the Ground Game
After a 5-year streak of stock returns averaging over 14%, focus on “winning the game” for your clients rather than keeping up with the S&P.
3 Ways Fixed Annuities Can Outperform Bond Mutual Funds
Some flavors of 'plain vanilla' may be better, for some clients, than others.
A Brand New Election Theory: Sicker Counties Swung for Trump
Researchers found a strong correlation between poor public health and a swing ‘from blue in 2012 to red in 2016.’
Why You Can’t Be ‘Three-Quarters of a Fiduciary’
Former SEC Commissioner Luis Aguilar’s comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
Common Questions on HSA Contributions
If you occasionally sell an HSA, print this and tape it by your desk, or on the top of your laptop.