Don't Let a Life Settlement Opportunity Lapse
By Robin S. Weinberger | Peter N. KatzLife settlement players say too many clients have no idea what they're losing.
More States Adopt Advisor CE Requirements
September 05, 2022
A New Way to Train Next-Gen Financial PlannersHiring students to provide data entry services gives them valuable experience and eases the burden on experienced advisors.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
September 02, 2022
Wall Street Is in Denial Over the EconomyHere's why my earlier forecast of a 40% total drop in the S&P 500 from the early January peak is still relevant.
September 01, 2022
Republicans Need to Get Serious About Social SecurityThe taboo against questioning the program has discouraged serious thought about how to reform it.
September 01, 2022
Mood Swings and Investing DecisionsFinancial advisor and author Richard Baker looks at the role of client feelings in retirement planning.
August 31, 2022
Up Next at Supreme Court: How Much Tax Pain Should Expats Face?The U.S. is unique in the level of tax torment it imposes on citizens abroad. But the justices could show mercy.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
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