3 Things to Avoid in Salary Surveys
Structuring the compensation strategy for your financial planning firm is one of the most vital areas for firm owners to address to sustain a successful growing firm year after year.
Individual Disability Insurance Can Help Family Caregivers
A common, but under-used, protection product may be able to do more than you think.
Bitcoin's 'Hard Fork' Is Good for Progress
The community supporting bitcoin has long tried to avoid a so-called "hard fork" splitting the currency in two. On Tuesday, it happened anyhow.
What to Tell Clients About Closed-End Funds in a Rising Rate Environment
CEFs continue to be important income generators even as rates creep higher.
Isn’t It Really a Longevity Crisis?
What we call the retirement crisis is actually the much larger problem of not being prepared to live longer.
Why Advisors Need to Be Working With Gen X: The Worried Generation
A Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
Investors Are Sure They Spotted a Trump Rally
If investors' internal models tells them the U.S. president is important to the economy, then the goings-on inside the beltway must be significant.
It’s Time for a Summer Technology Refresh
As the calendar flips to August, things tend to slow down in the advisory business, making it a great time to take stock of where you are as a firm with your technology.
Life Insurance Can Be a Great Retirement Planning Tool
It can protect clients against dying too soon, and it can help solve many other problems.
When Customers Lie, We Learn
Can insurers do to insurance fraud bugs what the 'Keep America Beautiful' campaign did to litterbugs?