2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
A Fiduciary Standard May Leave Some Investors Out of Luck
The fiduciary standard may bring a higher level of service to some investors, but it may also inadvertently leave many out in the cold.
Managing the Risks While Renovating the House
Exposure for high-net-worth clients renovating their homes comes before, during and after the actual work. Risk #1: the general contractor.
Welcome to the World of Online Financial Advisor Reviews
The SEC’s decision to let advisors use customer reviews could be extremely beneficial for top-rated advisors’ bottom lines, as other industries’ experience has shown.
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.
Advisor Compensation: The Value of Investing in Talent
For RIAs, attracting and retaining top talent is more competitive than ever, but it’s also more important than ever.
The WSJ’s Public Service on Fiduciary Standard: Lifting 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.