November 07, 2018
Tax Reform Hits 1031 Exchanges With Hidden PenaltyIRS' proposed regs contain an unwelcome surprise for certain clients engaging in like-kind exchanges of real estate.
November 01, 2018
Is Inflation Indexing of Capital Gains Good? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the Trump proposal to index capital gains taxes for inflation.
October 31, 2018
Your Clients Need an Estate Plan 'Yesterday'Whether your clients need a simple estate plan or something more complex, here are the basics of putting it on paper.
October 25, 2018
RIAs Are Living It Up, for NowIt's a good time to be an RIA, as the Pershing RIA Symposium highlighted. But this growth rate may not be sustainable.
October 25, 2018
Mark Tibergien's Blueprint for RIAsRIAs' growth surge should continue, the Pershing Advisor Solutions CEO says, but it won't be without challenges.
October 25, 2018
Industry's Need for More Female Advisors Takes Center Stage at EventExecutives at Raymond James describe why work as a registered rep makes so much sense for female professionals and what they are doing to move the needle.
October 25, 2018
A Simple Framework to Prepare for the Next Bear MarketThe aging bull market should push advisors to protect client gains. Alternative strategies can help. Here are some, demystified.
October 23, 2018
Are New USA Plans a Boon to Savers? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the new universal savings accounts.
October 22, 2018
4 Ways Advisors Can Support Clients With DementiaClients with dementia are vulnerable, and advisors must protect their financial interests.
October 17, 2018
Was It Right to Kill the DOL Fiduciary Rule? Bloink & Byrnes Go Thumb to ThumbProfessors Robert Bloink and William Byrnes go thumb to thumb over the rise and fall of the DOL fiduciary rule.