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.
Coaches Corner: 3 Ways to Avoid Social Media’s Time Suck When Prospecting
How to keep your social media prospecting from becoming just one more distraction
Why Disclosures Don't Work
Most retirement plan participants have no clue how much they're paying in fees, despite DOL's fee transparency rules. So why should brokers' disclosures work better?
6 Coaching Skills All Financial Pros Must Have
Coaching — different from consulting, advising or mentoring — can help advisors improve their practice and their relationships.
How to Maximize Post-Retirement Income: The Principles
Proper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a client’s retirement income plan.