Robert W. Bruderman and Jeffrey Rosenthal
January 27, 2015
Financial advisors often act as general managers for their clients, assembling a team of attorneys, trust companies and others to develop and maintain estate plans. Here are a few questions you should ask of your would-be teammates.
January 27, 2015
The beginning of the year is a great time to handle many estate planning tasks. Use this to-do list with clients to give their plans a review and update.
January 22, 2015
Plan sponsors face mounting fiduciary responsibilities, and both sponsors and participants crave advice. Both those trends give RIAs a fiduciary edge in seeking growth.
January 21, 2015
Here's what advisors should keep in mind if changes to capital gains rules gain traction on Capitol Hill.
January 9, 2015
Financial institutions need to have good digital offerings, but they also need to find ways to stand out from the crowd. That's why branches will remain a crucial home base.
January 6, 2015
The key to being quoted accurately - and more often - can be summed up in two words: sound bites. Developing the ability to speak and write in sound bites is essential.
December 31, 2014
As a new year begins, it’s time for advisors to take some fresh steps to growing their business.
December 30, 2014
The problem with traditional goal setting is that it's not terribly inspirational. Here's a better approach.
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.
December 12, 2014
Advisors still have time to come up with significant savings for their clients.
December 8, 2014
Are your clients prepared for the capital gain that many mutual funds are likely to pay out before year-end?
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.
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.
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.
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.