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.
Messy Markets Give Advisors a Chance to Shine on Self-Directed Accounts
There's a big business opportunity for advisors to provide advice to clients (and get referrals) on their self-directed brokerage retirement accounts.
4 Reasons to Cheer the January Jobs Report
January's report offer 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.
5 Simple Steps to Create a Marketing Calendar for 2016
The start of a new year is an ideal time for financial advisors to revamp their strategies and plan for the year.
A Fiduciary Primer: What’s a Rep’s Responsibility to Clients?
Questions from a veteran RIA — and former broker — reveal the lack of understanding among advisors of the fiduciary issue.