Experts: ‘Post-DOL World’ Is Coming
The FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
Top 10 Ridiculous Luxury Christmas Gifts: 2015
If price is no object, these presents will look perfect, and perfectly ridiculous, under the Christmas tree this year.
Why We’re in a Bull Market for Donor-Advised Funds
The benefits to many clients are clear — in fact, there are at least 12 — and the timing is right.
U.S. Advisor Population Grows, but ‘Succession Cliff’ Looms
Cerulli reports the first headcount rise in nine years but projects a decline after 2020.
Diamonds Truly Are Forever, and a Very Good Long-Term Investment
White diamonds get all the attention, but they are not the most valuable. These diamonds are worth a lot more.
7 Critical Insights on How Wealthy Families Talk About Money (or Don’t)
The communication gap in many high-net-worth families fuels conflict and isolation, SEI finds.
4 Steps to Insuring Clients’ Valuable Artwork at Every Stage
Less than 1% of any piece of art’s life is spent in transit, but transit-related losses account for 18% of all art insurance claims.
U.S. Bank Offers HNW Families Thematic Investment Exposure
Partnership with Motif Investing will develop portfolios around seven long-term trends.
Not So Fast! Boomers Still Largest Fee Pool for Advisors
A Deloitte forecast of the wealth market in 2030 concludes that advisors would be remiss to shift focus from boomers and Gen Xers to millennials.
About That Roth Conversion Cure: Watch the Side Effect
Clients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.