How Do You Compare Two Financial Plans? — Hidden Value
By Joe ElsasserIn this new column, advisor Joe Elsasser tackles common questions to help advisors deliver more value for their clients.
August 01, 2018
Clock Is Ticking on SLAT Estate Tax ExemptionThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
July 30, 2018
What's in Your Technology Report Card?Advisors are in the business of measurement, so they also should ask users to grade how well firm technology systems perform.
July 30, 2018
Keeping Your Clients' Home Investments 'Dry'Water damage to a home can be expensive. Here are some simple prevention tips advisors can offer clients.
July 30, 2018
SEC Clarifies 'Inadvertent Custody'The staff of the U.S. Securities and Exchange Commission's Division of Investment Management recently released updated guidance to what advisors know…
July 30, 2018
Sustainable Bonds: A Major Investment ShiftNew corporate bond issues have outpaced equity issues eight fold since 2006. And ESG has become a key way to evaluate them.
July 30, 2018
Will the SEC Speed Up the ETF Approval Process?Two ETF trends are emerging: the SEC leaning toward eliminating the exemptive relief requirement, and the move to actively managed ETFs.
July 30, 2018
How to Speed Up the Training of New AdvisorsHastening the education of new advisor hires will help firm owners achieve their goals faster. Here's how.