How Long Is Long-Term Investing, Anyway?
By Gil WeinreichValue-oriented FPA Funds offers a textbook definition that few investors use in their decisions, but would do well to consider, Gil Weinreich says.
May 07, 2015
How RIAs Should Enforce Firm Policies and ProceduresJust having a manual isn't enough: advisors should take specific steps when a violation occurs, and regularly train all the employees of the firms on its policies and procedures.
May 07, 2015
How to get anyone to think about disability insuranceGuardian is doing something right by telling people's disabilities stories.
May 06, 2015
Bucketing: A retirement income strategy every advisor must useBucketing (age-banded) can be defined as an approach to developing retirement income that segments retirement assets by category.
May 06, 2015
Worry over the economy drives American retirement concernsNearly half of Americans said they worried that the overall state of the economy would affect their finances in retirement.
May 06, 2015
Medigap and H.R. 2: Evolution, not revolutionNo, the author says, the sky is not falling. Just changing.
May 06, 2015
Toward a Workable Fiduciary Standard for Brokers: The 7 QuestionsTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
May 06, 2015
3 Estate Planning Strategies for a Low-Rate EnvironmentEven with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.
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