DOL Fiduciary Rule Vacated. Now What?
By Melanie WaddellIndustry officials are busy surmising what the 5th Circuit ruling means for the fiduciary rule's fate and for an SEC fiduciary rule.
April 03, 2018
Using Variable Annuities as a Tax-Friendly Rebalancing ToolA VA can provide a way to rebalance a portfolio of stocks and bonds with minimal tax impact.
April 03, 2018
In the Mood for New Financial PlansIdeas about saving can change throughout a client's life, and a smart advisor will be prepared for all phases.
April 03, 2018
Volatility and Tech Platforms — Like Oil and Water?With the return of market ups and downs, advisors and firms need to review how their technology is performing.
April 03, 2018
When It Comes to Growth Plans, Advisors Must Make a DecisionThe best options for owner-advisors today are to get larger or get smaller.
April 03, 2018
Advisors Should Act Now on the Rule 12b-1 InitiativeInvestment advisors must decide to self-report and notify the SEC's Division of Enforcement by 12 a.m. EST on June 12, 2018
April 03, 2018
Bull Market in Stocks Reaches a Watershed MomentThe co-founder of DataTrek Research discusses lessons learned from a very volatile first quarter.
April 03, 2018
High Turnover Creates Poor PerformanceDisciplined hiring practices help organizations become the employer of choice in their market.
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