10 Top Ways to Use Life Insurance in Charitable Giving
By David B. SimonThe author sees plenty of untapped potential in a huge, little-noticed asset class.
September 06, 2022
5 Steps for Advisors to Get Started With Charitable PlanningSome advisors have not engaged their clients, or would like to become more active. Here's how to start.
September 06, 2022
Don't Let a Life Settlement Opportunity LapseLife settlement players say too many clients have no idea what they're losing.
September 05, 2022
Pensions Aren't the Answer to Retirement AnxietyPayouts from employers may seem like the ideal way to fund retirement, but there are better ways to secure a nest egg.
September 05, 2022
More States Adopt Advisor CE RequirementsWhile many jurisdictions have adopted rules similar to the NASAA model rule, rules vary from state to state.
September 05, 2022
A New Way to Train Next-Gen Financial PlannersHiring students to provide data entry services gives them valuable experience and eases the burden on experienced advisors.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
September 02, 2022
Wall Street Is in Denial Over the EconomyHere's why my earlier forecast of a 40% total drop in the S&P 500 from the early January peak is still relevant.
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