June 26, 2015
The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.
Allan S. Roth
June 25, 2015
Analysis: The advisor's role goes beyond getting clients to save more for retirement.
June 15, 2015
With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.
May 27, 2015
While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.
May 26, 2015
Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?
May 21, 2015
Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.
May 7, 2015
Commentary: There are certain areas of an asset allocation where there is real danger to blindly investing in passive investments.
May 7, 2015
If you're pinning your success to an arbitrary AUM level, you've got a problem. Here's what firms seeking long-term success should concentrate on instead.
May 4, 2015
Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.
April 24, 2015
Besides better plans, the personal financial portal of our planning software offers a number of benefits for clients.
April 6, 2015
The newest generation of up-and-coming investors will cause a paradigm shift in the development and delivery of services and products to meet their unique needs. Is your firm ready?
March 23, 2015
Once the ink on the marriage license is dry, couples should make a series of moves to protect both themselves and their finances.
March 17, 2015
How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.
March 3, 2015
Banks have to invest in mobile technology in order to keep up with millennials. But bankers also need opportunities to rub shoulders with young customers — and small, conveniently-situated branches give them an opportunity to do so.
February 27, 2015
Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.