Under the Hood: What You Need to Know About Bonds, Pt. 1: Types and Ratings
With rates likely to rise in 2015, here's how to understand the different types of bonds and what their ratings mean.
The Split-Dollar Triple Tax Savings Package for HNW Clients
For high-net-worth clients, a split-dollar lending strategy can provide an effective method for transferring wealth while taking advantage of the tax preferences of life insurance and the low interest rate environment.
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
Under the Hood: How Much Life Insurance Should You Buy?
Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
Top 10 Cybersecurity Trends for Financial Services in 2015
Developments include threats to Middle East firms, war gaming and creation of “fusion centers.”
Strategic Beta: What Investors Need to Know
As strategic, or "smart," beta strategies become more popular, make sure you know what you’re getting into, Schwab's Tony Davidow writes in Investment Advisor.
Discussing long-term care insurance can be tough—assuming advisors can get their clients to discuss it at all.