Elder Financial Abuse: Losing More Than Money

When older Americans experience financial loss and exploitation, the effect reaches beyond their own bank accounts.

March 2017 |  Read Article

Liquid Alternatives: The Ingredient for Portfolio Diversification

How to help emerging high-net-worth clients replace fixed income in a low-rate/low-yield environment.

March 2017 |  Read Article

ETF Market Shows Little Sign of Slowing Down

Investors crave exchange-traded funds for their flexibility, liquidity and convenience.

February 2017 |  Read Article

Client Interest in ESG Investing Is on the Rise

Environmental, social and corporate governance (ESG) investing often has been discussed as the next big investing fad.

February 2017 |  Read Article

6 Ways to Protect Against the Biggest Threat in Retirement

By implementing a strategy to control and minimize Medicare costs, you are saving your client’s Social Security benefit.

January 2017 |  Read Article

Extreme Tax Deductions Using Cash Balance Account Plans

A way for clients to increase their retirement plan contributions while paying less in income taxes.

January 2017 |  Read Article

A Family Limited Partnership Eases Bite from New Gifting Rule

An important deadline is coming up for your family business clients at the end of the year.

December 2016 |  Read Article

Same Sex, Different Needs: Serving the LGBT Community

The legalization of same-sex marriage led to some financial planning challenges for the gay and lesbian community, as well as opportunities for those who wish to serve this group.

November 2016 |  Read Article

How Advisors Can Capitalize on the Crowdfunding Boom

The boom in crowdfunding is only one piece of the growing financial technology industry. The popularity of this approach is leading consumers to consider a broader range of alternative investments.

October 2016 |  Read Article

How to Manage the Seven Risks to Clients’ Retirement Income

Help your clients navigate these hazards to their retirement portfolio.

September 2016 |  Read Article