Fiduciary Rule Is Squashing Annuity Surrender Charges
By William H. Byrnes, Robert BloinkThe new fiduciary rule has had a big impact on the market for financial products and some buyers of annuity products may benefit.
August 23, 2017
The Tall Tax Tale of Why Country Songwriters Get Capital Gain TreatmentThis tax tale is worthy of a country ballad, but I won't make you suffer through a bushel of forced metaphors while I tell it.
August 23, 2017
Does It Really Matter Whether Clients Pay for Financial Planning?Many of the products or services that we buy in our daily lives come with something that doesnt appear on the final bill.
August 23, 2017
11 Sales Pitches That Kill SalesHere are some common approaches that could turn "maybe" into "get lost."
August 23, 2017
How to Court the Next Wealth GenerationTo establish relationships with the children of current clients, advisors must view them as brand-new clients.
August 22, 2017
Unintended Consequences of Quantitative EasingA money suggests that years of near-zero interest rates just might have been hard on your clients
August 22, 2017
Will CFP Board Make History?The standards move financial planners towards professionalism on a number of fronts, but more steps need to be taken in three areas.
August 22, 2017
3 Good Closing Lines, 3 Bad Closing LinesSometimes, clients who need your products also need a little extra help getting to 'yes.'
Commentary