4 Ways to Improve Client Engagement
There are specific, simple steps advisors can take to provide a superior client experience.
Can You Hear Me Now? The Tech Scam Better Explained
Clarifying the details, and the seriousness, of the 'Can you hear me now?' telephone scam.
5 Reasons Advisors Need to Rethink Impact Investing
Advisors who have little to no interest in sustainable investing are missing a massive opportunity.
News From Veo Village – Top Tech Developments From National LINC
As the largest gathering of the advisor tech community outside Joel Bruckenstein’s T3 conferences, TD Ameritrade’s “Veo Village” featured the latest and greatest for 2017.
Indexed Annuities Exemption Would Ease DOL Fiduciary Burden
While fixed indexed annuities would potentially be ineligible to take advantage of the BICE under the fiduciary rule, the DOL has proposed a class exemption.
The January Jobs Report’s Messages and Implications
One implication: The data suggests the Fed likely won’t be raising rates in the short term.
3 Keys to Giving Client Gifts With Maximum Impact
The power of a properly executed gift can never be underestimated.
New Tech Scam Warning Shows How Vulnerable We Are
Clients — or advisors themselves — might fall prey to a new, clever telephone fraud.
Business Succession Planning and the Buy-Sell Agreement
Tax Facts Online offers a detailed breakdown of how to handle buy-sell agreements in succession planning.
5 Trends in Commercial Real Estate for 2017: Pt. 2
What are potential impacts of a Trump presidency on commercial real estate this year? Here are the key trends to monitor while investing.