Questions Adult Children Should Be Able to Answer
No advisor wants to see a client’s estate plan fail. While you as an advisor can carry out your responsibilities impeccably, there...
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The Devilish Details: Telling Customers about Fees
Clients don’t like fees. Opinion surveys aimed at determining why customers are dissatisfied with their financial advisors...
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Fee-Based Advisors: How to Drive Away Clients in a Few Easy Steps
If you’re a financial advisor providing clients with a fee-based service, you’re likely interested in advice on how to retain your...
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Wealthy Clients Want More Than Returns
Over the last couple of years, high-net-worth investors have been enjoying pretty healthy returns. You’d think this would make them...
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Best Places to Retire in the US
Thinking about retirement can entail a delightful fantasy of relaxing on sunny beaches and playing golf, or it can lead to an...
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For Broker/Dealers: SEC’s New Guidelines on Offering Advice
Now that a US court of appeals has struck down the old Labor Department fiduciary duty rule, broker/dealers are turning their...
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Wealthy and Over 50? Plan for Healthcare, Now
You’d think they have it all and don’t have cause to worry. But research shows that around three-quarters of high-net-worth...
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Interest Rates Impact Trust Strategies
With the Fed predicting multiple additional interest rate hikes this year, it’s clear that the halcyon days of rock bottom rates is...
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Early to Rise: Morning Productivity and You
Our featured story today talks about people who like to get up at 4:00am, and how it helps them create a happy and productive day...
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Best Virtual Foot Forward: Creating an Appealing Website
You might think it’s impossible to make your insurance agency’s website appealing and engaging to customers. There are few products...
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Some Surprising Facts about Kentucky Bourbon
In Louisville, not far from the banks of the Ohio River, which separates the Bluegrass State from neighboring Indiana, you’ll find...
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All Onboard: High-Tech Ways to Bring in New Clients
What advantages do financial technology companies have over traditional brokerages? Simplicity. Fintechs, as they’re called, make...
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Robb Report Picks the Best Cigars of the Year
There’s something about a cigar… the deep, rich fragrance seems to suggest an environment that combines decadence with coziness...
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Women Can Fight the Social Security Gender Gap
Why is there a gender gap in the Social Security benefits received by married women? Research by the National Bureau of Economic...
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Leaving Life Insurance to Charity: Take Care of the Complexities
Plenty of people want to leave their life insurance policies to a good cause. As with everything, there are tax issues to consider...
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The Thumb on the Bond Market Scale
The bond market has seen increasing action lately, as the $3.2 trillion corporate pension industry is making a significant...
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