Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
How Will AUM Advisors Weather the Next Market Downturn?
By Michael E. KitcesWith an average profit margin of 22%, not all advisory firms may even survive the next downturn.
November 25, 2014
Clients Showing Signs of Dementia: The Advisor’s RoleDont drop your aging clients at the first sign of cognitive impairment. Alternatives exist if youre prepared.
November 25, 2014
9 TED Talks Every Financial Advisor Must WatchThe ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
November 24, 2014
Long-Term CarelessDiscussing long-term care insurance can be toughassuming advisors can get their clients to discuss it at all.
November 24, 2014
Under the Hood: Life Expectancy and Financial PlanningTo make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
November 24, 2014
El-Erian Tells Investors to Sell StockThe Allianz economic advisor sees a bumpy road ahead and warns investors to keep some "dry powder" on hand.
November 20, 2014
10 Job Skills Employers Want From College GradsWhat employers are looking for is not so much a specific major but a set of skills that are sorely lacking in the job market.
November 18, 2014
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014The third quarter saw several firms get hit with problems, while others were able boost their financial results.