Regulation BI Defunding Amendment Opposed by Broker Dealers
The broker-dealer industry has its knickers in a twist regarding the proposed amendment to prohibit the SEC from implementation of...
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What Rich People Are Like When No One is Looking
Why in Heaven’s name should the rich be any different from the rest of us? We’re all aware of what Scott Fitzgerald said about the...
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A Specialist Shares the Secrets of Life Insurance Settlements
Lisa Rehburg says she’s been working in the settlements business for thirty years and wants to share her experience. Life insurance...
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The Case for a Financial Transactions Tax
Conservatives have traditionally held that the government should recover the cost of services from those who use them rather than...
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A Tricky but Lucrative Business: Selling Life Policies to Foreign Clients
There’s a hot new market available to life insurance agents and advisors: foreign citizens. Indeed, our linked article identifies...
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Study Reveals Shocking Rise of Nursing Home Costs
The crisis in providing for long-term medical care in retirement has been plainly presented on our page and elsewhere for a long...
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The Best Practices of Cultivating Foreign Clients
A new economic crisis has surfaced in Argentina, while the state of Venezuela gets uglier by the day. Florida is seeing an enormous...
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Some $9 Trillion to Be Changing Hands in North America by 2030
Globally, more than half a million high-net-worth individuals will be transferring trillions of dollars in wealth by 2030, an...
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The Marriage Tax Penalty: Wealthy Clients Beware
The so-called marriage penalty rule dictates that two people pay more taxes when filing as a married couple. Through widened tax...
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Claiming Social Security at the Wrong Time Costs Americans Trillions
A new report estimates almost all American retirees claim Social Security at the wrong time, consequently missing out on a...
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State Fiduciary Standards: To Be Legally Challenged Soon
Even before the SEC recently released its Regulation Best Interest rule for retail investment advisors and broker/dealers, there...
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White House Considers Capital Gains Tax Break To Benefit Wealthy
A bill to index capital gains to inflation would slash tax bills for investors selling assets such as stock or real estate by...
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Naming a Trust as Designated Beneficiary of an IRA: Mostly a No-No
When naming designated beneficiaries of individual retirement accounts, it pays to avoid naming a trust, as this could disqualify...
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The Personal CFO Model: New Trends
The personal CFO model is a concept that’s gained widespread traction, as it addresses the growing complexity of clients’ financial...
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Recommend a Life Insurance Policy in Your Client’s Best Interest
There’s another best interest rule just around the corner for financial advisors and this one applies to annuities and life...
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Risky Business: Helping Rich Families Prepare for Succession
Wealthy families sure have a lot to worry about. We don’t suppose they expect much sympathy, but they certainly appreciate good...
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