The Future Is Now
By Timothy WelshLike a blast of icy water, the SS&C Deliver conference awoke advisors to a new world and showed them the need to adapt.
September 27, 2018
Required: Referral Fee ComplianceSolicitor arrangements can cause issues for advisors if they don't follow both SEC and state requirements.
September 27, 2018
How Can Advisors Bridge the Emotional, Cultural and Generational Divides?Knowledge is power. Understanding your clients can help you minimize the impact of their subconscious thoughts.
September 26, 2018
The Math of Medicare Enrollment Delay Option for Working ClientsDeciding when to enroll in Medicare coverage is more complicated when a client continues to work, and can effect claiming Social Security.
September 20, 2018
Looking to Recruit Millennials? Student Loan Repayment May Be a New HookAn IRS rule change allows student loan assistance in a tax-preferred manner.
September 20, 2018
How to Help Retirees Pick the Right Life Insurance: Hidden ValueLife insurance can be a great retirement planning tool, but many clients buy more than they need.
September 18, 2018
10-Year Treasury Yield Tops 3%. Will Short-Term Yields Follow?The strong possibility that they will creates a tough choice on duration for bond traders.
September 17, 2018
Trump Order on MEPs, RMDs Expands Retirement OptionsIf the changes are adopted, a potentially valuable strategy could emerge for small-business owners while RMD planning would change dramatically.