5 Critical Marketing Questions Financial Advisors Must Ask Themselves
Many advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they aren’t asking the right questions.
5 ‘Whys’ for Commercial Real Estate Investing
Commercial real estate is a unique asset class that warrants consideration by investors given its many benefits.
How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
AIG Shareholders Still Want a Nicer Bailout
Why would anyone call Paulson, Geithner and Bernanke to testify on Delaware’s corporate governance standards for reverse stock splits? There's something else going on here.
Self-Directed Investments for Divorcing Clients: What Advisors Should Know
Many clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.
Using Distributions in Monte Carlo Simulation
Looking at some MCS distributions and learning how to use the most appropriate one.
Retirement Safety Net Combines Variable and Deferred Income Annuities
Clients can reap the benefits—at a better price point—of market participation and income guarantees by combining a variable annuity with a deferred income annuity.
Three Market Realities to Embrace Now
Shrugging off this week's volatility in the stock market because you invest for clients long term? Fine, but be aware of these new fundamentals.
Coaches Corner: Nixing the Top 4 Excuses for Not Building Systems
Many advisors have great excuses for not implementing standard procedures in their firms, but there are just as many reasons to do so. Here’s how.
Fiduciary September and What’s Possible
What we learned during Fiduciary September from John Bogle, John Taft, Barbara Roper, Troy Paredes and Robert Plaze.