2 Ways the New Tax Law Hurts Financial Planners and Investors
By Frank Paré, CFPFPA is urging Congress to make changes to the law, including to the rules for the new pass-through business deduction.
August 12, 2018
How to Keep Your Firm Running Smoothly During Employee VacationsClearly defined processes don't care who performs them.
August 12, 2018
4 Ways Your Spouse Can Help Land BusinessYour spouse knows and understands what you do and what kind of clients you're looking for.
August 10, 2018
Wirehouse Headline Woes Are Fueling the Independent MovementThe branding advantage wirehouse advisors once enjoyed has eroded due to a decade of scandals.
August 10, 2018
Sorry, No Room for Your MomThere's one little problem with your clients' LTC plans: LTC services providers are in decline.
August 09, 2018
A Challenge to the Biggest Idea in Behavioral FinanceTwo professors make an interesting argument, but the theory of loss aversion isn't dead yet.
August 08, 2018
4 Ways to Boost Your Human Touch (and Stay Ahead of Robos)While using technology is helpful, advisors can succeed most by investing their time and talents in clients relationships.
August 08, 2018
Change What Doctors Order to Save on Health CareMaybe the key to cutting costs is to make the physician a better shopper.
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