Why 401(k) Withdrawal Rules Are All Wrong
Conventional wisdom about how retirees withdraw assets is repeated as rote, and that’s a problem.
5 Steps to Replicate Your Best Clients
Is there a way to find new clients that are similar to, if not exactly like, your best clients?
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
How Will AUM Advisors Weather the Next Market Downturn?
With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
Court Blocks Restrictive State Medicaid Annuity Practices
An Ohio federal court ruling suggests the way may be clearing for clients who wish to use Medicaid-compliant annuities in their long-term care planning.
Clients Showing Signs of Dementia: The Advisor’s Role
Don’t drop your aging clients at the first sign of cognitive impairment. Alternatives exist if you’re prepared.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!