Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Alexandra Lebenthal: Who Are You Calling a Socialite?
The Lebenthal Holdings CEO on her new wealth unit, how she bought back her iconic family name from Merrill and how she recruits female advisors.
U.S. Debt Path ‘Unsustainable’ Thanks to Social Security, Health Care: CBO
The Congressional Budget Office predicts rising debt and growing budget deficits in the next 25 years.
‘Nasty Surprises’ in Store for Economy: AEI’s Makin
It's time to end discussions about an eventual rate hike and consider actions such as expanding the central bank’s balance sheet, AEI's Makin argues.
8 Fastest Growing Financial Services Jobs: 2014
ThinkAdvisor parses BLS data to find out where the hiring is likely to be through 2022 — with good news for financial advisors.
Critical Care: The Far-Reaching Effects of Medical Identity Theft
The words “identity theft” conjure up a pretty frightening picture. However, medical identity theft can not only threaten your clients’ financial well-being, but their lives as well.
How to Turn Workshop Attendees Into Clients
Holding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
Despite Their Financial Power, Women Save Less Than Men
Women tend to save less for retirement than men, despite the fact that women now enjoy more financial power than ever.
Why Are So Many Boomers Working Longer?
New research and old confirm that better educated workers are working into ages once considered “old.” But why? And are they crowding out younger workers?
A Medicare Primer for Advisors
To be able to guide your clients, here are the basic details on who’s eligible and what the premiums are.