5 Big Questions for Janet Yellen
When Fed chief Janet Yellen delivers her semi-annual testimony to Congress on Wednesday, she should be asked these key questions.
Obamacare's Cadillac Tax Will Not Survive
Due to its unpopular nature, the Obama administration is now floating a plan to scale back the tax in high-cost areas.
Due to LTCI's Cost and Need, Short-Term Care Insurance Takes Off
Half of all long-term care coverage is for less than one year’s worth of care. Enter short-term care insurance.
Matching What Investors Want With What You Offer
It's important that you get the right clients. Here's a questionnaire to help prospects determine if you're right for them.
How to Protect Clients’ 401(k)s in Messy Markets
You can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
4 Reasons to Cheer the January Jobs Report
January's report offers good news for the economy and should cheer financial markets, if they can look beyond their obsession with central bank liquidity support.
Justices Will Know Insider Trading When They See It
A loose but useful way to think about U.S. insider-trading law is that it is supposed to encourage research, but discourage cheating.
How to Use Tech Tools to Understand Your Clients, Grow Your Firm
For advisors, growth in 2016 means using analytics and tracking tools to build a solid strategy based not on feelings but on fact.
Common Investment Goals
Here are some common goals that investors have.
Surprise! Investors Often Don’t Know What Their Goals Are
Behavioral science can explain why it's surprisingly difficult for clients to accurately tell you their goals, but it can also provide ways to help.