Need More Credibility With The Affluent? Borrow It!
By Scott KefferWant to work exclusively with the affluent? You can do it--these principles will help.Ten years ago, after 15 years in financial services, most of that ...
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...
January 01, 2006
Two Steps Back?I have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...
January 01, 2006
Toughest Job: Getting Boomers to Defer GratificationAdvisors have the toughest job in America, because they're not selling you; what they're trying to do is get you to defer your spending, and...
January 01, 2006
The Case for Loss HarvestingThe presence of taxes should affect the way an investment portfolio is managed, but most portfolio managers are not sensitive to tax issues. Indeed, investment...
January 01, 2006
On Your Way Up . . .The wise folks who make a living by studying advisory firms and consulting to advisory firms, and figuring out what the most successful firms have...
January 01, 2006
The Classic ModelFor B/Ds that own manufacturing and distribution, open architecture may be a key to their survival. "Reps don't want to be compelled, especially in this...
January 01, 2006
Financial Planning's FutureFinancial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...