7 Estate Planning Resolutions for Clients to Make Now
The post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
Single Premium Whole Life Gives Estate Planning an Edge
For the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
Beware of Data Mining: Market Lessons From the Election
If a gold mine is a hole with a liar standing on top, a successful data miner is a quant with data lying to himself.
3 Topics for Year-End Client Talks — Searching for Alpha for December 2016
With the Fed expected to raise rates, you may want to speak to clients on the makeup of their portfolios.
Financial Services Explained, Pt. 3: The Levels of Independent Advice
In this post in our series, an explanation of the different affiliation models of professional advice-givers, aka advisors.
How the Best Advisors Are Like Olympic Athletes
The next generation of advisors is talented, adaptable and looking for guidance from the industry’s pioneers.
In DOL/Post-DOL Fiduciary World, RIAs Need to Re-Differentiate
How RIAs should respond to what's likely to be a new wave of deregulation.
Your 2017 Incentive Plans: Be Careful What You Pay Staff to Do
One takeaway: Incentives based on individual competition do not motivate employees to work together, nor toward the good of the firm.
New Social Security Rules: How to Maximize Benefits
While many old Social Security claiming strategies have been eliminated, action can still be taken to obtain the highest possible benefits.
Index Funds, Quants and Hedging: John Bogle Speaks
Bogle discussed some of the more abstruse critiques of index investing with Bloomberg.