Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
The WSJ 's Public Service on Fiduciary Standard: Lifing the Veil
The five arguments made by Journal editors that they got partly wrong, wrong and confused and just plain wrong.
The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
The Case Against Fee Disclosure: Good Idea; Bad Timing
Should RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
More Asian-Americans Likely to Become Advisors
The challenges and benefits of providing financial advice will lead to more Asians becoming advisors, says planner George Dang.
Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Annuitizing the Inheritance: Tips and Tricks to Get It Right
Many clients wish to protect heirs by providing structure to the way assets are inherited. One commonly used tool can provide the solution: the annuity.
Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3
In this third and final installment of real estate taxation, we look at how tax considerations and strategies vary by specific types of real estate investments.
Twitter: A Powerful Social Media Tool Advisors Can’t Ignore
Using these Twitter “listening tips” will help you better understand your industry, clients and prospects.
The Role of Cash in a Portfolio: Searching for Alpha for March 2015
There are pragmatic and strategic reasons to keep cash in the portfolio now. Then there's the high valuation of U.S. stocks.