Puerto Rico Needs a Better Debt Deal
By Antonio Weiss, Brad W. Setser and Desmond LachmanRosy assumptions about what the island can afford to pay bondholders threaten to doom its future.
September 27, 2018
The Future Is NowLike a blast of icy water, the SS&C Deliver conference awoke advisors to a new world and showed them the need to adapt.
September 27, 2018
Merrill Moves to Put Commissions Back Into Retirement Accounts; Wells Fargo Hits More Bumps; and Other Industry NewsMorgan Stanley grabs an executive from Betterment, Advisor Group pledges to interview female candidates for top posts, and HD Vest gives its reps access to Envestnet tools.
September 27, 2018
Debunking Two Pervasive Millennial Investor MythsEngaging millennials may not be so different after all
September 27, 2018
Required: Referral Fee ComplianceSolicitor arrangements can cause issues for advisors if they don't follow both SEC and state requirements.
September 27, 2018
How Can Advisors Bridge the Emotional, Cultural and Generational Divides?Knowledge is power. Understanding your clients can help you minimize the impact of their subconscious thoughts.
September 26, 2018
The Math of Medicare Enrollment Delay Option for Working ClientsDeciding when to enroll in Medicare coverage is more complicated when a client continues to work, and can effect claiming Social Security.
September 20, 2018
Looking to Recruit Millennials? Student Loan Repayment May Be a New HookAn IRS rule change allows student loan assistance in a tax-preferred manner.