June 17, 2014
How one agency moved from commissions to feesMarket shifts are demanding a move from commissions to fees but how do you go about making this change in a profitable way?
June 17, 2014
Clients Moving to the City, Pt. 2: Changing Addresses, Changing RisksIts not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbsthe risks are merely different.
June 17, 2014
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2Here are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
June 16, 2014
Ice added to Supreme Court ruling on IRAsOn June 12, 2014, a unanimous Supreme Court ruling claimed that inherited Individual Retirement Accounts are not shielded from creditors in bankruptcy proceedings.
June 16, 2014
The Message of a $549,000 WatchA suggestion: some folks might want to make some of their conspicuous consumption a little less conspicuous.
June 16, 2014
Indexed Annuities Meet GLWBs. The Perfect Product?When it's available, two-thirds of indexed annuity buyers add a GLWB rider, even though it may not be appropriate for all clients.
June 16, 2014
Finding a Custodian That Fits, Part 1: Interactive BrokersIn the first of a series, I look at Interactive Brokers' platform for RIAs.
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