The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
Coaches Corner: Make Year End Goal Planning a Team Sport
Following a six-step process—and getting buy-in from everyone on your team—makes for effective goal planning.
4 Predictions by Billionaires for 2015: Soros, Icahn, Others
Based on shareholder letters and other writings from George Soros, Carl Icahn, Steve Mandel and other billionaire investors, here are four things to expect.
What the World Needs Now…Are Client Advocates
The securities industry seems to be moving toward fiduciary client advocate advisors. Unfortunately, it looks like it will take a new professional organization to get there.
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
Bonds: Getting Premium at the Cost of Regular
Why a premium bond may be more valuable than a bond at par, at no greater cost to the investor.
Can Wall Street and Main Street Be Aligned?
Positive employment news could do more than just spur growth in the U.S. economy, Mohamed El-Erian writes.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.