9 Advisor Actions That Influence Client Loyalty
By Michael S. FischerYour clients are being solicited by other advisors. Other than convenience, why do they stick around?
February 13, 2023
Medicare Recipients Face Significantly Higher Projected Costs: EBRIThe accelerated pace of health care cost inflation struck retirees yet again in 2022.
February 13, 2023
Cash Flow Gaps Add to Grieving Families' Pain: EmpathyThe average bereaved family spends about $5,000 on legal matters.
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
Bond Ladders vs. Bond Funds: Which Are Best for Portfolios?Both options are popular ways to add bonds to a portfolio, but what are their pros and cons?
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 10, 2023
Advisor Texting, DOL Fiduciary Rule Are Hot-Button Issues This YearLabor will likely release a fiduciary rule before summer ends, attorney Sara Crovitz tells ThinkAdvisor.
February 10, 2023
Waning Inflation May Lead to Market Rally: Invesco DirectorFading inflation should cap long bond yields, which would support U.S. stock valuations, says Ben Gutteridge.