Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.
4 Ways Not to Ruin Your Clients’ Taxes
Advisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
Finke: Should Retirees Be Stocking Up on Stocks?
The conventional wisdom of retirement portfolios is to gradually reallocate away from stocks with age. But new research says otherwise.
Securities America Rolls Out ‘Breakaway’ Model to Lure Wirehouse Reps
Reps can join it as independent contractors but work in a branch office.
DOL Retirement Plan Noncompliance Fines up 33%
"Most employers and employees don't realize that serious violations can cause a 401(k) or pension plan to lose its tax-qualified status," a plan expert warns.
Some Friendly PR Advice for the CFP Board on Its New Test
There could be a perfectly valid scientific explanation for how a test can be shorter, yet just as rigorous, but the Board's explanation ain’t it.
Did CFP Board Shorten Exams to Lure Certificants?
CFP Board “maintains it wasn’t making the exam easier; the gut response of the community seems to disagree," says Michael Kitces.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.
How to Defend Against the Wave of Robo-Advice
Stephanie Bogan, United Capital's head of client experience, offers a defense against the increased virtual competition.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.