What if the Projections Are Wrong?
Advisors are natural-born skeptics. So can we trust that the demographic projections used by government agencies are accurate?
Lessons Learned From a Repo-ed ATM Card
I’ll never forget the day the ATM on my college campus ate my card.
Chinese Explosions Could Shape Coverage Requirements and Cost
The August disaster in Tianjin, China, provides an object lesson on the issue of insurance.
Marketing Tricks of the Trade
Is your marketing program stuck in a rut? It's human nature to keep doing the same old things to attract new business.
America Is Changing. Are Advisors Ready?
Big shifts in the U.S. population will challenge advisors’ assumptions about planning and may well lead to a change in the demographics of their clients.
Your Clients' Most Vulnerable Organ
Some advisors are already familiar with the challenges of cognitive decline.
Planning Challenges Persist for LGBT Clients Despite Marriage Ruling
At Pride Planners conference, experts discuss the remaining legal, estate planning and advocacy issues for LGBT clients, married or not.
CFP Board Touts ‘Amazing’ Boost in Brand Recognition
Annual $10 million in advertising paying off, says CEO Kevin Keller, with awareness of the mark among Board's target demographics now matching that of CPAs.
Morningstar to Tackle Hottest ETF Topics at Conference
Among the topics where Morningstar wants to "rethink conventional wisdom" are active share, strategic beta, 401(k) mistakes and hedging currency exposure.
Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.