Want Clients? Use ‘Little Data’ to Get Big Results
How to use small amounts of data and Google Maps to create great outcomes for both your CRM system and advisory practice.
GOP Framework Would Raise Taxes for Many of Your Clients
Analyses from the conservative-leaning Tax Foundation and liberal-leaning Tax Policy Center agree that those in the 90th-95th percentiles for income would pay more.
Broad Strokes of Tax Reform Released in GOP Framework
The GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
Medicare Rights Center Guide Details Steps for IRMAA Appeals
A free, downloadable guide gives advisors and clients insight on how to appeal a higher Part B or Part D premium.
Fees Are Not the Enemy of Investors
Sales charges discourage active trading, and most people are terrible active traders.
New York Reminds Student Borrowers to Apply for Loan Forgiveness
Trump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.
Investors Misinformed on Index Funds, Alternatives: Natixis
Some of the blame for the confusion can be traced to “closet indexers,” Natixis says.
DFA: What Clients Value Most in Their Advisors
While investors use emotion to measure the primary value received from their advisor, the most important attributes of that relationship are more practical, DFA found.
Financial Worries Dampen the ‘American Dream’
According to a survey, 64% of Americans now view financial success simply as not living paycheck to paycheck.
Young Investors, Pt. 2: Get Off the ‘Hedonic Treadmill’
More attention on retirement planning should be paid to those in their 20s through 40s, who still have the time to avoid their parents’ mistakes.