Look Beyond the Advisor News and Noise to Harness the Headlines
Yes, you need to stay informed, but you also need to know what's really relevant to your business.
The Hidden Reason Revenue Bonuses Don't Work in Advisory Firms
Our data suggest that to find the culprit for why these bonuses don't work, you should look not at your employees but in the mirror.
Investors Hiding Overseas May Forgo U.S. Volatility: Searching for Alpha for April 2015
An overlooked place to hide from U.S. equities after Q1’s volatility may be international stocks.
Dear NAPFA: Don’t Take a Position on a Political Issue...
...unless it's on financial issues affecting markets, the economy or clients' well-being. Indiana's Religious Freedom Restoration Act doesn't pass that test.
CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
Are You a Tax-Savvy Advisor?
Three steps to help lower your clients’ blood pressure, and yours, during tax season.
Helping Your Working Clients Increase Their Take-Home Pay
Here's a simple way to show clients how you add value: increasing their net pay.
The Robo-Advisor Battle Gets Personal
The public trash-talking among Schwab, Betterment and Wealthfront is entertaining, but I think our industry would be better served by a return to civil debate.
Understanding Bond Swaps and Their Tax Benefits
In a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
SEC Chair Wants Activist Fights to Be Nicer
M&A lawyers and bankers want to know what the SEC is going to do about various activist fights. Chairwoman White's speech offers a few clues.