How to Fight the Cyber War
By Timothy P. WhiteSmall firms have options to stave off cyber thieves, but they must be diligent in the process.
September 12, 2018
Muni Bond Issuers Reach Out to Individual Investors (and Their Advisors)With year-end tax planning and rebalancing in mind, financial advisors are well-advised to keep an eye out for large new-issue offerings.
September 12, 2018
Why Your Advisory Practice Shouldn't Be Your ATMIt's crucial to shift your focus from taking money home to (instead) increasing the value of the business. Here are two ways to do that.
September 11, 2018
Variable Annuities Are Neglected AssetsThe author says many financial professionals are ignoring a potential gold mine.
September 10, 2018
3 Top Succession Strategies for Advisors: Which One's Right for You?The first step in developing a succession plan is choosing a strategy that fits your practice and time horizon.
September 09, 2018
Social Security Should Not Be a Piggy Bank for Paid LeaveWho would even think of raiding the Social Security trust fund for new programs? Well...
September 07, 2018
How American Women Help the Goldilocks EconomyThey're rejoining the workforce faster than men, aiding growth while keeping inflation in check.
September 06, 2018
The Sharks Are CirclingTo avoid going into the shark, try to outthink the shark.
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