Why Immigrants Are the New Clients You Need
Attracting wealthy newcomers helps the economy and advisors.
Risk Management: Your Client’s 401(k) Plan and the F-Word
If you are serious about being in the retirement plan business, get serious: fiduciary is not a dirty word.
That $41 Trillion Wealth Transfer Now Officially $59 Trillion
The vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.
The U.S. Economy Is Stuck in the Past
A backward-looking society underinvests in the future.
Health Care May Lead Next Tech Revolution
Technology, not politics, will cut medical costs, and the health care sector may well continue to outperform the rest of the market.
Barney Frank Defends Dodd-Frank at TDAI Elite Advisor Summit
The legendary curmudgeon and bane of political opponents was well-received by the advisors in attendance.
House Takes Up Senate’s Fiscal Cliff Bill
Legislation to negate a fiscal cliff of across-the-board tax increases and sweeping spending cuts to the Pentagon and other government agencies is headed to the GOP-dominated House after bipartisan, middle-of-the-night approval in the Senate.
Treasury Sells Remaining AIG Shares, Profiting From Bailout
The Treasury Department on Tuesday sold its remaining 16% of AIG common shares for $7.6 billion, putting an end to the government’s 50-month shotgun financial tryst with the global insurer.
President Romney’s Cabinet: Who Would He Choose?
If Gov. Romney wins the election, his Cabinet will take a very different direction on economic policy than Obama’s. Here are some of the choices to head those key posts.
For Advisors and Their Clients, Does It Matter Who’s President?
A look back at the last five presidents and their policies' effects on advisors and their clients, with implications for Obama-Romney.