4 Loss-Prevention Steps for HNW Clients’ Tangible Assets
Helping HNW clients to protect their art, jewelry, wine and other valuables from risks of physical damage, theft and the ravages of time.
5 Longevity Annuity Questions and Answers
QLACs are a complicated mash-up of IRA and annuity rules, and clients may need substantial help in understanding their key provisions.
The Opportunity in the Market's Small Cap/Large Cap Divergence
While equities seem to be placid, a look under the surface reveals some danger, and opportunity for options traders.
Hybrid Life Insurance Gets Second Wind as Health Care Coverage Vehicle
Understanding the difference between linked and built-in living benefits can help ensure that clients have the tools to bridge their health care coverage gaps.
Discovering Daniel Kahneman’s Insights on Human Behavior
If you've ever wondered why people hold certain erroneous conclusions, this book will shine light on the subject.
A Fresh Look at Portfolio Construction: A Clear, Practical and Repeatable Methodology
To build successful investment strategies and compete for capital, advisors must demonstrate a clear, rational method for developing and implementing investment plans.
Why You Need Women on Your Advisor Team
The skills and decision-making process displayed by women can make a big difference to an advisory firm's success, and their clients'.
Ethical Wills: A Good Way to Get Close to Clients
It may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
Treasury’s Final Longevity Annuity Regulations May Spark Growth
In its new QLAC regulations, the Treasury Department has quietly left open the door for variable and indexed annuities to enter the market.
Legacy Clients: What’s Missing in the Fee/Commission Debate
A discussion on converting clients from commissions to fees raises some interesting points.