Summer Planning for Stress-Free Fun
Summer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.
Janet Tavakoli: How to Uncover Fraud and Unleash Your Portfolio
The outspoken risk consultant talks to ThinkAdvisor about the biggest red flags for financial fraud and the two “big shorts” she sees now.
Risk Managers Rank Their Top-Rated P&C Carriers
The insurers listed in this national survey represent the first choices of those who must ensure that their clients' risks are properly managed.
The Best ETFs to Own During This Precious Metals Rally
Why investors should look beyond gold ETFs to profit from the current rally in precious metals.
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.