9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
Can the Social Security Trust Fund Survive?
Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
Money Rolls In for the Money Managers
We can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
Helping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
BD Recruiter’s Top 7 Takeaways From a Big RIA Event
At Schwab Impact, I gained greater insight into the independent channel, and why it’s attractive to so many brokers.
3 Trades for QE’s End: The U.S. Growth Engine
The U.S. has emerged as the world’s economic juggernaut, which leads to a number of implications about where to invest client assets.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
The Wall Street ‘Election’ Campaign Is On. How Will You Respond?
Brokerage lobbyists have framed the debate, and fiduciary advisors are way behind in the polls.