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.
February 26, 2015
A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning
Karen Shaw Petrou
February 20, 2015
Banks' business models are even more vulnerable to a massive shakeup than industry behemoths like McDonald’s and Coca-Cola. The industry will be redefined by technological change and shifting consumer preferences, as well as by regulations that limit the sector's adaptability.
Robert W. Bruderman, Jeffrey Rosenthal
February 6, 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.
Maureen Adolf and Jennifer Openshaw
January 30, 2015
If financial firms are serious about incorporating gender and ethnic diversity into their leadership teams, they need to encourage women to apply for promotions and implement more flexible work schedules.
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.