Video Games May Hold Key to Future of Financial Planning
The game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.
Video, Social Media Popular Educational Tools: Corporate Insight
As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.
Loring Ward Helps Parents Teach Kids About Money
Helping families teach children about finances is a way advisors can take “a more comprehensive, holistic approach to wealth, instead of only focusing on investments,” a Loring Ward executive says.
Guide to ETP Taxation
While ETFs are generally regarded as “tax-efficient” investments, the multiplicity of product structures in the ETP market has created a maze of confusing possible outcomes.