The Personal CFO Model: New Trends
The personal CFO model is a concept that’s gained widespread traction, as it addresses the growing complexity of clients’ financial...
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Recommend a Life Insurance Policy in Your Client’s Best Interest
There’s another best interest rule just around the corner for financial advisors and this one applies to annuities and life...
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Risky Business: Helping Rich Families Prepare for Succession
Wealthy families sure have a lot to worry about. We don’t suppose they expect much sympathy, but they certainly appreciate good...
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Nobody’s Fool: 5 Ways to Avoid Financial Scams
Per the Federal Trade Commission (FTC), Americans reported losing $1.5 billion to fraud in 2018, up 38% from 2017. Younger people...
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Fighting the Octopus: Rich Clients and Their Nightmares
A fictional queen of Camelot once wondered: what’s on the minds of the common folk? Her king danced around the query, but hit it in...
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Helping Clients Feel Inner Wealth
Plenty of financial advisors cope with stress badly, don’t sleep enough, don’t eat right, seldom exercise, rarely unwind. Is this a...
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Young Investors: Bonds Are Not Your Friends
The old man J.P. Morgan, that strawberry-nosed crank (read: genius), would tell you himself: no matter where you are in your...
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Who Needs Another Teapot? Life Insurance as a Wedding Gift
Everyone’s getting married, it seems – it’s June after all, high season for nuptials. People like to complain about being invited...
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Snaring Clients via Social Drinking: Getting Everyone to Know Your Name
Socializing at a comfortable bar or warm tavern is a fine way to relax after a demanding day, reconnect with friends and meet new...
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Data is the New Currency for Advisors
The wealth management industry today looks very different than it did 25 years ago. For example, 25 years ago exchange-traded funds...
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Regulation BI is Here: Time to Make a Checklist
At last, the Securities and Exchange Commission has finalized the Best Interest rule, with broker-dealers required to fully...
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REITs the Beneficiaries of New Federal Tax Rules
Younger investors – in this case, those comprising Generation X and the Millennials – are gradually inheriting considerable sums...
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New Portal to Success as an FA: Keys To The Ladies Room
For decades now, marketing to women was rooted in inspiration. “You can do this!” opened everyone’s eyes to what a woman can do...
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Meet the CDFA – Should Your Advisory Employ One?
On the question posed in our title, we find ourselves in the unfortunate position of having to counsel ‘yes’. Extensive divorce has...
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Likely to Change: Required Minimum Distributions
The House of Representatives recently passed The Setting Every Community Up for Retirement Enhancement Act of 2019, dubbing it The...
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Helping Your Clients to Live Long and Prosper
Our featured author, Edwin Simonoff, offers a bold declaration, which he heard fromNick Murray at the Financial Advisor’s Inside...
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