Summer Travels That Include Peace of Mind
Summer is when my family takes vacations together, which is likely the case in your family as well.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
Unique Cyber Risks Your HNW Clients’ Kids Face
We love our smartphones and the unencumbered access to social media they provide.
I Planned for Widowhood but Got a Lot Wrong
My husband and I thought we’d done everything right on end-of-life planning, but after he died, I found we missed a lot.
Why Emerging Markets Deserve Another Look
EGShare's Zeitoun shares his views on these ETFs, the topic of smart beta and the future of the industry.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.
House Panel Passes 8 Bills Including Adviser Act Reform, Crowdfunding
The House Financial Services Committee passes eight “economic growth” bills.
Adding Value After the Death of a Client’s Spouse
The loss of spouse is one of the most painful events a person will ever endure; the advisor can play a key role in healing.
Summer Planning for Stress-Free Fun
Summer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.
Janet Tavakoli: How to Uncover Fraud and Unleash Your Portfolio
The outspoken risk consultant talks to ThinkAdvisor about the biggest red flags for financial fraud and the two “big shorts” she sees now.