Someone's Missing From Most Family Offices
You'd be remiss in assisting clients in accumulating their wealth without accounting for the potential threats to that wealth.
Retaining Key Executives With Insurance Strategies
Nonqualified compensation plans using life insurance can provide additional compensation to valuable employees and also offer tax advantages.
4 Key Tax Questions About Casualty and Theft Loss Deductions
As part of ThinkAdvisor’s Special Report on tax planning, we’ve partnered with ALM sister service, Tax Facts Online, to take a deeper dive into tax issues in a convenient Q&A format.
Are Retirement Plan Fiduciaries Required to Prevent Cyberattacks?
ERISA doesn’t directly address cybersecurity, but that doesn’t mean retirement plan fiduciaries don’t have to do so.
How Weather Affects Your Wealthy Clients
Dealing with severe weather — of the icy variety or the fiery — can overwhelm HNW homeowners without appropriate coverage.
Optimizing Results With Whole Life and Indexed Universal Life Insurance
Insurance carriers are offering riders where an existing whole life feature — paid up additions (PUAs) — serve as an indexed product.
Due to LTCI's Cost and Need, Short-Term Care Insurance Takes Off
Half of all long-term care coverage is for less than one year’s worth of care. Enter short-term care insurance.
Gundlach: ‘Frightening’ to See Financial Stocks So Low
The DoubleLine CEO says he’s buying foreign currencies for the first time in five years.
Generation X: Have Advisors Forgotten Them?
Their assets are substantial and growing, but when it comes to protecting those assets, they’re laggards. Enter the wealth manager.
A ‘Big Short’ Lesson About Bond Liquidity
Risk analysis can benefit from tuning out the crowd.