Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
Teenage Drivers: Risks Are Larger Than They Appear
You know the traditional hazards, but there is another largely unknown financial risk of particular import to high-net-worth families.
How Chess Can Make You Rich
A grandmaster and financial advisor look at investing through the tactics of the chessboard to get a more objective view of how to become rich.
Top 10 Worst Baseball Contracts
Excluding the players in the World Series, there are many contenders for a baseball list that no one wants to be a part of.
10 U.S. Companies With Lowest International Tax Rates
WalletHub recently released an analysis of taxes paid by the 100 largest firms and found S&P 100 companies pay about 22% less abroad.
Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Hacked: What to Do When Cybercriminals Hit Your Firm
Cybersecurity is a constant threat, and considering how attractive a target a financial firm is, especially if it serves high-net-worth clients, advisors should be prepared for the worst.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.