Does Client Philanthropy Pose a Conflict for AUM Advisors?
By Bob ClarkIf your client reduces his assets under management through charitable giving or other means, does that make the flat-fee approach better for advisors?
September 27, 2016
Why the ACA exchange system could do fine in 2017Sure, it could be doomed. But it could also muddle through.
September 27, 2016
Why the ACA exchange system could do fine in 2017Sure, it could be doomed. But it could also muddle through.
September 27, 2016
Advisors Can Define the New Fiduciary Advisor/Client-Centric ParadigmFive reasons advisors will value Best Practices and join the Institute for the Fiduciary Standard's Registry of Fiduciary Advisors.
September 27, 2016
Aetna’s right: Competition from Obamacare is a chimeraIf there's a lesson to be learned from 40 years of Medicare, it is that millions of people relying on government for their health care at below-market prices is not sustainable.
September 27, 2016
A Tool to Hedge Against the Next Market DownturnMPT didnt benefit client portfolios during the financial crisis, but using a single inverse fund can reduce the risks of market volatility.
September 27, 2016
Aetna’s right: Competition from Obamacare is a chimeraIf there's a lesson to be learned from 40 years of Medicare, it is that millions of people relying on government for their health care at below-market prices is not sustainable.
September 27, 2016
Community Property: When Federal-State IRA Rules CollideSorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.
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