The 401(k) Loan: Friend or Foe for Clients?
Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
First Impressions of Redtail’s CRM Offering
Now that I've talked to an actual person at Redtail, I've been impressed with its CRM offering for advisors.
Managing the (Mobile) Risk of Fine Art Investing
Here's a five-step guide to ensuring your clients address the risk in fine art, which usually moves from place to place.
What Do Tougher FINRA Suitability Standards Mean for You?
FINRA's new rules have elevated the importance of risk profiling and risk tolerance, which are often lost in the shuffle.
Luring Millennials Is a Waste of Advisors’ Time
Advisors are bombarded these days by urgent calls to attract young clients. Here's why that advice is off the mark, editor-at-large Bob Clark writes.
Retirement Plan Participants Need You — Now!
The same advisors who will fight tooth-and-nail for a 401(k) rollover have no advice for the existing company 401(k) plan. You can change that.
Former Obama Official: Advisors Need to Serve Lower-Income Families
After the financial crisis, "many families who were financially secure before are now living paycheck to paycheck,” says Michael Barr.
Billionaire Investors Favoring Health Care, M&A
Rate hike, or not? Overvalued market, or not? Despite the uncertainty, two sectors are attracting the attention of billionaire investors.
The Retirement Spending Account: Annuity Alternative
A new retirement income product—the retirement spending account—combines aspects of a traditional retirement savings vehicle and an annuity. Watch the pitfalls, however.
My Morningstar Workstation and Redtail CMS Experiences
I'm impressed with Morningstar's interest in getting feedback on Advisor Workstation, but I wish dog-friendly Redtail had been a little more advisor friendly.