How Workers’ Compensation Can Protect Clients’ Whole ‘Family’
Especially for high-net-worth clients, make sure they have workers comp coverage for themselves and their domestic employees.
The Tax Trap of Year-End Qualified Plan Distributions
For clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
4 Predictions by Billionaires for 2015: Soros, Icahn, Others
Based on shareholder letters and other writings from George Soros, Carl Icahn, Steve Mandel and other billionaire investors, here are four things to expect.
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
With New Year, Financial Advisors Will Need New Approach
One critical strategy that I see taking hold in 2015 is “investor/advisor alignment.”
Clients Showing Signs of Dementia: The Advisor’s Role
Don’t drop your aging clients at the first sign of cognitive impairment. Alternatives exist if you’re prepared.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.