Is Your Technology Working Against You?
By Savita Iyer-AhrestaniTechnology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
March 24, 2017
Advising Clients on Social Security: Talking Points, Part 5This fifth and final installment will discuss Social Security provisions relating to public employees along with the taxation of Social Security benefits.
March 23, 2017
Thou Shalt Not Buy Biblically Responsible ETFsThe companies CWM will not invest in do not reflect biblical values. But the ETF provider goes further than most SRI funds.
March 23, 2017
Wake up, Dave Ramsey: Your math is flawedBad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
March 23, 2017
Wake up, Dave Ramsey: Your math is flawedBad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
March 23, 2017
Advising Clients on Social Security: Talking Points, Part 4In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March 23, 2017
Life insurance prospects want a retail sales experienceA new study reveals that consumers expect transparency from a life insurance purchase the same way they would for buying other retail products or travel.
March 23, 2017
Closed-End Funds: Democratizing Alternative Investment StrategiesUnique structure and stable asset levels allow CEFs to invest in nontraditional, less liquid assets.
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