The Do's and Don'ts of Annual Client Meetings
By Joe ElsasserAdvisors should view yearly client review meetings through a marketing lens, not a sales lens.
June 01, 2021
Top 10 Interests, Passions and Hobbies of the WealthyAdvisors prospecting for clients with $5 million or more in assets should take note, Wealth-X says in presenting its data.
June 01, 2021
Lawsuit Accuses Former Apollo CEO Leon Black of Defamation, Sexual ViolenceA woman says Black sexually harassed her, assaulted her and compelled her to sign an NDA. Black has denied the allegations.
June 01, 2021
Biden Budget Battle Complicates Secure Act 2.0 TimingPresident Joe Biden's just-released budget could affect which parts of the retirement bill ultimately survive, attorney Brad Campbell says.
June 01, 2021
Vanguard to Change Benchmarks for 3 Stock Dividend FundsVanguard will be switching benchmarks from Nasdaq indexes to S&P indexes in the third quarter of this year.
June 01, 2021
Guaranteed Income Belongs on the Retiree Balance SheetTo show a client's full net worth, advisors must include Social Security and other guaranteed income in their total assets.
June 01, 2021
Beware the Social Security Tax Torpedo: Wade PfauStarting early with an aggressive Roth IRA strategy can help even wealthy clients minimize the tax damage, the professor tells ThinkAdvisor.
June 01, 2021
Investing in a Rising Rate EnvironmentLooking at fixed income, equities, REITs and more, here's what to focus on that's within your control.