Top Portfolio Products: A High Dividend ETF and Climate Change Index
This week's additions also include a concentrated portfolio of stocks for companies headed by women.
IRS Announces 2016 Tax Rates, Exemptions; Boosts LTC Deductions
Low inflation leads to slight increases for top income tax rate and estate tax exclusion, but higher deductions for eligible long-term care premiums.
Protecting the Wealthy New Kids on the Block
The traditional hierarchy of younger people working for older people has flip-flopped, but many young entrepreneurs are not adequately protecting their present and future well-being.
Janney Grabs Wealth Planning Exec From Vanguard
Martin Schamis comes over to lead planning solutions for the firm's 740 financial advisors.
Protecting Clients’ High-Value Homes From Winter Cold
Planning ahead and getting proper help, now, for your HNW clients will maximize the probability of a safe, worry-free winter. After all, winter is coming.
12 Worst Financial Advisors in America: 2015
Trading on religion and military service proved to be no barrier for some errant financial advisors.
‘Stan the Annuity Man’: Avenging Advocate for Annuity Truth
The straight-talking agent and consumer advocate tells ThinkAdvisor that advisors have “no clue” about annuities and says the products are victims of their own marketing.
These Female Clients Love Their Financial Advisors—Here’s Why
For insight on how to best serve female clients, the Raymond James Women’s Symposium turned to clients themselves.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
Family Wealth Advisors Struggle to Price Their Services
The lives of wealthy families have become increasingly complex, making it harder for family wealth providers to set client fees, according to a new study.