Tools For Doing More Life Business in 2019
By Kenneth A. ShapiroA life distribution coach says it's time for you to pick up a new toolbox and get to selling.
December 17, 2018
The Best Ideas of the Best FundsActive equity managers know and overweight their best-idea stocks.
December 14, 2018
SEC Should Leave Proxy Advisory Firms AloneYou know who also thinks that proxy advisory firms should be reined in? The nation's largest corporations and their lobbyists.
December 13, 2018
10 Year-End Tips to Cut Clients' Tax BillsAdvisors should share these new and tried-and-true tactics with clients, who may find they work to their advantage.
December 13, 2018
Why Rushed Year-End Comp Plans Are a No-NoBuilding a successful compensation plan takes three to four months, involves collecting feedback and getting buy-in from staff. Give this task the time it deserves.
December 12, 2018
How Advisors on Each Coast Help Clients Navigate New Tax CodeHow two advisors in high tax states are being proactive with clients on the new tax law, especially the SALT fallout.
December 12, 2018
How Health Policy Could Wobble (Forward?) NowA benefits advisor group head looks at Washington and sees… static.
December 10, 2018
4 'Tipping Points' for Wealthy Clients (& What Advisors Can Do to Help)A good advisor can devise successful strategies to contend with even the most complex financial situations.
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