Money Rolls In for the Money Managers
We can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
Helping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
BD Recruiter’s Top 7 Takeaways From a Big RIA Event
At Schwab Impact, I gained greater insight into the independent channel, and why it’s attractive to so many brokers.
3 Trades for QE’s End: The U.S. Growth Engine
The U.S. has emerged as the world’s economic juggernaut, which leads to a number of implications about where to invest client assets.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
The Wall Street ‘Election’ Campaign Is On. How Will You Respond?
Brokerage lobbyists have framed the debate, and fiduciary advisors are way behind in the polls.
How Behavioral Biases Affect Social Security Claiming Strategies
With Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
My Advisor Technology Integration Plans for 2015
The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.
Ritholtz: Guess How Much Money Bill Gross Made Last Year?
Gross made nearly as much money at Pimco as 20 CEOs combined. Was he worth it? Barry Ritholtz asks.
Help Your Clients Avoid Paying Taxes They Don’t Really Owe
The IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.