The New Era of Estate Planning
With the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
5 pitfalls to avoid when assisting clients with a life settlement
Most seniors who lapsed a life insurance policy would have considered a life settlement had they been aware of the possibility.
5 agent jabs at a draft ACA date change
Some agents say shortening the enrollment period would be another kick in the gut.
5 strategic business lessons from 2017's Academy Award nominees
By watching this year's best picture nominees, advisors can hone in on new ways to connect with clients, develop networks and perfect time management skills.
Debt can help retirement savers build wealth
Thomas Anderson has a message for financial advisors: Debt, not assets, will make the difference in your clients’ financial well-being.
The evolution of social media in financial services [infographic]
Financial professionals find social media helps them to market themselves, research prospects and build relationships.
Maximize tax savings, minimize filing stress [with infographic]
According to a recent survey, 53 percent of Americans are not confident in their ability to accurately file their taxes without assistance.
Retirement: life’s most expensive purchase
A new report from Merrill Lynch and Age Wave says the average cost of retirement is 2.5 times that of the average house.
Opportunity creation: 5 ways to grow your business
Growth potential is left untapped when your focus remains squarely on working with clients you already have rather than exploring new opportunities.
Common traits of financial fraud victims
Fraud victims often share similar mindsets, behaviors and demographic characteristics.