May 01, 2018
How to Manage Sequence of Returns Risk in Retirement: The Advisor and the Quant'Advisor' Joe Elsasser and 'Quant' Ron Piccinini discuss how to protect clients from a down market in the crucial early withdrawal years.
April 30, 2018
Why Advisors Should Search for Quality Dividends Rather Than YieldThe quest for high-yield dividends can be shrouded by looking only at longevity and growth. Here's a better approach.
April 29, 2018
What Advisors Need to Know About the EU's New Data RulesRegulators in Europe are putting in a set requirements that aim to better protect personal data.
April 29, 2018
What Tech Checks to Make to Prep for Reg Exams2018 FINRA and SEC exam priorities can serve as a refresher for your technology practices.
April 29, 2018
How Advisors Can Go Deeper With P&C InsuranceA growing number of clients are requesting P&C insurance. Advisors should be prepared.
April 27, 2018
Financial Advisors Must Talk to Clients About HealthFor a 45-year-old, simply managing high blood pressure could be like saving another $100,000.
April 24, 2018
Tax Law Surprise: A SEP IRA Upgrade for Service Pass-ThroughsOwners of service-oriented small businesses may find that the new tax law actually reduces taxable income for retirement plans.