Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.
House Panel Passes 8 Bills Including Adviser Act Reform, Crowdfunding
The House Financial Services Committee passes eight “economic growth” bills.
Adding Value After the Death of a Client’s Spouse
The loss of spouse is one of the most painful events a person will ever endure; the advisor can play a key role in healing.
Summer Planning for Stress-Free Fun
Summer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.
Janet Tavakoli: How to Uncover Fraud and Unleash Your Portfolio
The outspoken risk consultant talks to ThinkAdvisor about the biggest red flags for financial fraud and the two “big shorts” she sees now.
Risk Managers Rank Their Top-Rated P&C Carriers
The insurers listed in this national survey represent the first choices of those who must ensure that their clients' risks are properly managed.
The Best ETFs to Own During This Precious Metals Rally
Why investors should look beyond gold ETFs to profit from the current rally in precious metals.
Someone's Missing From Most Family Offices
You'd be remiss in assisting clients in accumulating their wealth without accounting for the potential threats to that wealth.
Retaining Key Executives With Insurance Strategies
Nonqualified compensation plans using life insurance can provide additional compensation to valuable employees and also offer tax advantages.
4 Key Tax Questions About Casualty and Theft Loss Deductions
As part of ThinkAdvisor’s Special Report on tax planning, we’ve partnered with ALM sister service, Tax Facts Online, to take a deeper dive into tax issues in a convenient Q&A format.