Vice President Breaks Health Bill Debate Tie
John McCain votes to proceed but says he opposes the current version of the bill.
Advisors, Plan Sponsors Out of Sync in DC Plan Space
Wells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
States Dumping Estate Taxes, but Beware Those That Haven’t
A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
Middle-Income Americans Desperately Need Financial Advice: Financial Finesse
Cynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
Bernard Health Expands Partnership With Financial Advisors: Portfolio Products
Also, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio Products
Also, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
Cold Calling Superstar Shares His Secrets
Former advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
5 Possible Weird Senate Health Bill Effects
The Better Care act could make the health risk hot potato roll in unexpected directions.
How Advisors Can Help Prevent Wealthy Families From Losing It All
In his book, “More Than Money,” Michael Cole, president of Ascent Private Capital Management, tells how advisors can retain clients over generations.
Avoid These Mistakes When Working With Widows
The most innocuous, well-meaning comment can grate on a newly minted widow or widower.