How DAFs Can Help With Year-End Planning

Ken Nopar
December 22, 2014

Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.

ABCs of Year-end Tax Planning

Laurence Greenberg
December 12, 2014

Advisors still have time to come up with significant savings for their clients.

Help Clients Cut Capital Gains Taxes

Frank Pape
December 8, 2014

Are your clients prepared for the capital gain that many mutual funds are likely to pay out before year-end?

Down the Rabbit Hole, Megabanks Thrive and Community Lenders Crumble

Kevin Tynan
December 5, 2014

Most big companies achieve success by squeezing vendors, lowering prices, improving efficiency and giving consumers what they want. But in the topsy-turvy world of banking, the most disliked financial institutions end up at the top of the food chain.

5 Financial Documents Every 20-something Should Have

Tracy Craig
December 4, 2014

Here are the key pieces of paperwork that can help jumpstart estate planning for your younger clients -- or for your clients' adult children.

Want 401(k) Business? 4 Things to Know Now

Mike Narkoff
November 19, 2014

The retirement plan industry is evolving rapidly. Here are a few key trends that will help advisors looking to engage in the retirement plan market.

Estate Planning: What to Do With Client Vacation Homes?

Tracy Craig
September 16, 2014

Failure to set up a clear plan may result in children owning the home as tenants-in-common, in equal shares -- typically a recipe for disaster.

Retirement Secret: There's No Magic Number

Christine Tang and Anh Tran
August 18, 2014

What clients really need is a smart distribution strategy for their retirement portfolio. Here's how our firm handles it.

Portfolio Tip: Where to Put Active Equity Funds

Fran Kinniry
August 14, 2014

Advisors can add up to 0.75% of additional return for clients annually with proper strategies. But active and index funds should get different treatment.

Bank Risks Must Be Made Clear to Investors

Vincent Papa
August 4, 2014

Today's investors realize how little they understand banks' risk exposures and are skittish about providing risk capital. But there's a solution, according to a CFA Institute director.

Where the Rich People Are and Where They Will Be

Mark Gilbert
July 29, 2014

Tucked into UBS's second-quarter earnings presentation is a table that acts as kind of a map of where in the world new wealth is being created.

Does Your Client Need a Revocable Trust?

Tracy Craig
July 14, 2014

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

Advisors: 3 Advantages of a 1040 Review

Roger Ochs
June 5, 2014

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

7 Rules for Serving Female Clients

Christine Tang and Anh Tran
May 8, 2014

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

3 Essential Client Conversations

Kathleen Burns Kingsbury
April 29, 2014

Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.


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35 Great Schools for Financial Planning
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