2 Pitfalls to Avoid, 7 Tips to Optimize Your Tech Solutions
Do a full ROI analysis before you decide on new technology, but the after-purchase steps are just as important.
Morgan Stanley and Fiduciary: Never the Twain Shall Meet?
Statements of values or virtues don’t instill a corporate culture. Compensation policies and budgets do.
So Many Hedge Funds, So Little Alpha
The good news? Alpha can be produced on a consistent basis by some exceptional people. The bad news? They won’t manage any of your money.
New IRS QTIP Rules Increase Estate Tax Portability Benefits
Newly released guidance allows a powerful planning strategy that can be used by wealthy clients to maximize a deceased spouse’s federal estate tax exemption.
The Rich Are Also Different From One Another
For one thing, they’re much less likely to have inherited their wealth than their counterparts in many supposedly more egalitarian countries.
4 Ways to Improve Your Financial Planning Quarterback Rating
Become more familiar with your clients’ plans and serve as the quarterback to address issues before they lead to unintended consequences.
Annuities in 401(k) Plans Could Benefit From GAO Report
A Government Accountability Office recommendation may allay plan sponsors’ fears of liability if they offer annuities in 401(k)s.
Conflicts of Interest and Advisor Credentials: Then and Now
Do those who call for a fiduciary standard for all advisors have a conflict of interest? It's a bit more complicated than that.
You Aren’t Paranoid, Hackers Really Are Out to Get You
Here are five steps you can take now to protect you and your clients, says John Blood, CEO of Efficient Advisors.
Pensions Fly Only If You Believe They Can
What’s happening with the pension fund for firefighters and police in Dallas illustrates why bank runs happen, and why they’re so hard to stop.