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.
College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
Helping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
Ritholtz: Guess How Much Money Bill Gross Made Last Year?
Gross made nearly as much money at Pimco as 20 CEOs combined. Was he worth it? Barry Ritholtz asks.
Help Your Clients Avoid Paying Taxes They Don’t Really Owe
The IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.
In Search of the Best Financial Planning Software: eMoney
Hoping to decide on which software to purchase by next month, I give eMoney a try.
Enhancing Creditor Protection of IRA Funds
Despite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.