10 Great Opening Lines From Top Producers
Elite producers share the best conversation-starting questions they use with prospects.
Solving the Issues Caused by Target Date Funds
TDFs make life easier for plan participants but can cause headaches for the fiduciary who is tasked with analyzing the different offerings.
How to Spot a Bull or Bear Market
Defining a market by percentage changes doesn't offer the insight needed to make investment decisions.
Using Sharpe’s ‘Tracks in the Sand’ to Build Better Portfolios
Looking at a fund manager’s behavior is key to determining whether their investment style is appropriate for your clients.
Understanding Deferred Variable Annuities’ Two Phases
Proper handling of the two phases — accumulation and distribution — is essential for maximizing a deferred VAs impact.
529 College Plans and Taxes: The Basics and Then Some
Find out how to decipher the basic IRS rules, though for IRS that means complicated, for 529 college savings plans.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
Advisors must proceed with caution when discussing a client’s existing retirement assets to comply with the rule or avoid its application entirely.
What a Long, Strange Trip
An old Grateful Dead song provides an appropriate synopsis of the market environment in which U.S. investors find themselves today.
What Happens in Washington Matters to Markets
Whether the government pursues health care reform or economic growth first has major implications for investors.
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.