10 Finance Books Worth Reading This Winter
These are not merely the classics — they may be a bit off the beaten path.
How to Help Clients Manage Their Most Precious Assets
They are collectibles, which about 25% of wealthy investors own, but many haven't had their collections appraised or insured.
Gundlach's Stock Market Warning Comes True
Deteriorating junk bonds threaten equity-market darlings; correlation had reached its most negative level in three years.
Brokers ‘Not Happy’ With Merrill’s New Comp Plan: Recruiter
Danny Sarch criticizes the bonus hurdles, while other industry watchers say the targets are achievable.
Lessons for Advisors From a Bus Tour
The American Century/Investopedia tour, covering six cities in five states, found that advisors should focus more on financial planning than portfolio management to attract clients.
LPL Says Retention of NPH Reps at 70%
If it hits 72% of fees and commissions, the IBD will need to pay up to $123 million more for its acquisition.
How Wealthy Parents Can Raise ‘Wealthy and Wise’ Children
There are many ways FAs can help well-to-do clients transfer assets to their children, but some do more harm than good, Coventry Edwards-Pitt tells ThinkAdvisor.
Ryan Backs Off Claim That ‘Everybody’ Gets a Tax Cut in GOP Plan
The speaker of the House is now saying that there will be tax cuts for the average family at every income level, not every family.
It Pays to Keep an Open Mind About Buying or Selling a Business
For your first M&A meeting, find out what the other party is really thinking, ask plenty of questions and save judgement for later.
Who Wins, Who Loses in House Tax Cut Bill: Report
Analysis from the Tax Policy Center shows that the top 1% of income earners are the biggest winners but most Americans will pay less.