Choosing a Cloud-Based Platform
All the buzz about cloud computing has many financial advisors perking up their ears and wondering how cloud computing can benefit them.
Law That Simplifies Mutual Fund Tax Rules Praised by ICI
Two days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
Laserfiche Announces Salesforce.com ECM-CRM Integration for RIAs
To help RIAs move their data systems into the world of cloud computing, enterprise content management firm Laserfiche announced a prepackaged integration with salesforce.com.
Cloud Computing's Little-Known Liability Risk
Some outsourced, third-party functions are overlooked.
The Technology Coach: Don't Get Lost in the Cloud
Cloud computing has attracted a significant amount of attention in the advisor community. Understandably so, since it offers plenty of advantages for businesspeople who have...
Venture Populist: The "First-Mover Advantage" Myth
The conventional wisdom of venture investing is populated with a myriad of musty and meaningless maxims that do little to develop due diligence deft. The...
Estate Taxes and the Carryover Basis
The repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date.
Investor Spending: Risk
A generic retirement planning process should first build a floor under the retiree's income and spending risks. In a second stage, it should create upside...
Retirement Risk Redefined
In a story as poignant as it is telling, an Illinois wealth manager related that he and his two sisters must now provide for their...
The Big 5
The story of financial planning is also the story of technology, as the two have evolved hand-in-hand over almost three decades. In 1981, both technology--as we...