No Room for Feelings in the Market
I want to discuss the rather annoying tendency of commentators to extrapolate market sentiment to well, infinity and beyond.
Why 401(k) Withdrawal Rules Are All Wrong
Conventional wisdom about how retirees withdraw assets is repeated as rote, and that’s a problem.
In Broker Harmonization Debate, the SEC Is the Real Problem
The current debate over the regulation of brokers and investment advisors has been raging for almost four years now, ever since President Obama signed the Dodd-Frank Act into law back in 2010.
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’
Make sure your high-net-worth clients have workers' comp coverage for themselves and their domestic employees.
Owners, You 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.