The Split-Dollar Triple Tax Savings Package for HNW Clients
For high-net-worth clients, a split-dollar lending strategy can provide an effective method for transferring wealth while taking advantage of the tax preferences of life insurance and the low interest rate environment.
Vanguard’s Robo-Offering: Good for Advice, Bad for Advisors
Expert Michael Kitces weighs in on the pros and cons of the industry giant's latest plans.
Is the Art Bubble About to Pop?
Experts explain what factors usually lead to a crash in fine art prices.
529 College Savings Plan Assets Grew 21% in 2013
Report finds new options give financial advisors opportunity to add value; ETFs lag in 529 plans while use of 'exotic' asset classes increases.
How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
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.
10 Big Economic Predictions for 2015: BofA Merrill Lynch
BofA Merrill Lynch Global Research released its annual year-ahead outlook, seeing strong fundamentals and robust growth in the U.S.
Tony Robbins Slams Critics, Says He’s Not a Financial Advisor
Supercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking “pot shots” at him.
Private Equity Pros Bullish on 2015
Technology, small caps and Asia hold most promise in coming year, a new PEGCC poll finds.
With New Year, Financial Advisors Will Need New Approach
One critical strategy that I see taking hold in 2015 is “investor/advisor alignment.”