Is the Stand-Alone HRA Making a Comeback?
Stand-alone health reimbursement arrangements have been a casualty of the Affordable Care Act, but proposed legislation could allow some small businesses to keep using them.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.
How to Explain China’s Stock Market Crash to Your Clients
The crash in the Chinese stock market is very serious, but the likelihood of it spreading to U.S. equity markets is low.
Sophisticated Cars, Sophisticated Risks
Automobiles are more high tech than ever, but they also usher in new financial risks for their owners.
U.S. Investors Prefer Active Management to Navigate Volatility: MFS
Nearly three-quarters of U.S. professional investors look to active managers for capital protection.
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
Disgruntled Investors Are a Big Crowdfunding Risk
When the SEC adopted Regulation A+ in March, the new rules exposed companies that raise capital through crowdfunding to new risks.
The Diagnosis Is In: ‘Investor Hypochondria’
“The Investor Who Cried Risk” could be the title of today’s investor sentiment, Allianz Global Investors says.
5 Timeless Financial Lessons for Father’s Day
It wasn’t your first bike or baseball glove, but Dad’s nontangible gifts that did the most to get you to where you are today.
Home Security Cameras: ‘Gotcha Cams’ Deter or Detect Crimes, at a Cost
The market for “pinhole” video cameras is booming, but high-net-worth families should know the disconcerting legal consequences for their improper use.