For Hurricane-Battered Advisors, Planning Is Key
Byron Ellis of United Capital knows a thing or two about dealing with tropical storms: He's been through four or five of them.
How to Spot a Harvey Scam
Scammers prey on the good will of people concerned about those affected by Hurricane Harvey. Meanwhile, industry organizations are helping people affected by the storm.
Advisors, Tell Us Your Hurricane Survival Stories
If your business was impacted by Hurricane Katrina, Sandy or another natural disaster, please share your lessons for advisors hit by Harvey.
The Hidden Risks of Holding Assets in Trusts and LLCs
If there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
Don’t Use Reverse Mortgages to Fund Social Security Delay, CFPB Warns
The consumer watchdog explains why reverse mortgages shouldn’t be used to fill the income gap while delaying Social Security.
Market Volatility Won’t Stay Low for Long
Markets can get turbulent very quickly — too quickly for investors to alter their portfolios.
More Americans Increase Retirement Savings: Bankrate
Twenty-seven percent have increased contributions this year, the highest level in six years.
Adding Value When Your Clients’ Travel Plans May Involve Danger
Learning that a client will be traveling abroad presents an opportunity to add value in an unusual but important way.
Dimon Says Unwinding QE May Be More Disruptive Than You Think
The banker scoffs at the idea of making uncertain things certain.
Bernard Health Expands Partnership With Financial Advisors: Portfolio Products
Also, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.