When is Whole Life Not Really Whole Life?
There’s no shortage of articles discussing the failings of universal life insurance. But there’s very little discussion of what’s...
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Three Big Risks to Discuss with Older Clients
The Center for Retirement Research based at Boston College recently published a report identifying the financial risks threatening...
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Five Key Family Enterprise Focus Points
Demographic trends suggest that the market will be seeing more sales of family-owned businesses over the next twenty years...
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Wealthy Clients Want to Talk – Do You Know What Concerns Them?
When considering your high-net-worth clientele, you’ll likely find an extensive range of financial circumstances, asset structures...
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Ways to Get a Stuck Client Moving
It’s a phenomenon comprising two parts: one, completely understandable; the other, frustrating to the borders of fury. You have a...
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The Pitfalls of Reinvesting Mutual Fund Distributions
It’s a curious thing. Holders of non-tax sheltered mutual funds, as soon as they receive a disbursement, tend to roll it over into...
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Financial Advisor’s Crystal Ball for 2019
Our featured article provides ten predictions on ways the financial advisory business could develop this year. The data is taken...
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Five Experts Reveal Sharp Investment Advice for 2019
The economy is rosy, markets robust as running bulls, long-winded conflicts are winding down and landmark trade deals are on the...
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No Surprise: Younger Advisors Expect More Out of Technology
A survey conducted recently by iCapital Network polled 375 wealth management professionals across a range of ages. Not...
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What I Learned from Drinks with an Insurance Agent
Let’s face it. Being an insurance agent is not considered the most glamorous career. To some it might sound a bit dull, and to...
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Sexual Orientation May Impact Financial Attitudes
A recent survey by OverdraftApps.com, a personal finance blog, suggested that sexual orientation could have an impact on a person’s...
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Focused Financial Advice for Special Needs Families
In the eyes of parents, special needs children are just like any other – mother and father want to take good care of them during...
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Life Insurance Primer 2019: Guidance Points for the New Year
Life insurance is the industry’s bland middle child. Clients ought to have a policy or two and it’s a good earner for agents, but...
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Estate Planning Constants in a Disorderly Age
The times sure seem crazy – wars grind on, natural disasters sweep the land, madness abounds from top to bottom. We could argue...
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How Advisors are Navigating the Government Shutdown
In ordinary times, advisors working with federal employees have a pretty straightforward job – helping clients with a reliable...
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Resolutions for 2019: Estate Planners, Heal Thyselves
Our featured author is Martin Shenkman, who writes about estate planning and charitable giving. Mr. Shenkman is worried: he feels...
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