Spreading Income Between Relatives
With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.
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Despite the past two decades of employer efforts to improve gender diversity and equality in the workplace, women remain underrepresented at most levels in the workforce and are not progressing in their careers. more »
At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors. more »
David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths. more »
Principles of behavioral finance can prevent destructive investment moves, advisors hear at Schwab Impact conference. more »
Female small business owners were more likely than men to view their financial advisors as important in managing, growing and protecting their assets. more »
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Workers can better diversify their tax requirements if they hold both Roth and pre-tax accounts; Plus the best way to analyze Social Security benefits. more »
Use these exercises to strengthen your interactions with your team and with valued clients. more »
Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families. more »
Mary Mack is not only president of Wells Fargo Advisors, she’s a client too. In an exclusive interview with On Wall Street, Mack talks about what it’s like being a Wells Fargo client, the direction of her firm and the changing landscape for advisors. more »
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands. more »
Top wealth managers share how they set strategic priorities, keep initiatives on track and get staff engaged in the process. more »
Want to insulate your firm from future crises? A few moves look sure to offer a payoff whether equities soar, plunge or just muddle along. more »
35 Great Schools for Financial Planning
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