Crash Course: Best Back-to-School Books for Advisors
Want to upgrade your skills? This reading list helps planners stay sharp.
More in Retirement Planning
"Not all brokers put a lot of thought into it. I imagine because it's not where you're making your money," says Robert Gordon, president of Twenty-First Securities. "But they should, because it's part of the service to the client, and because it's the right thing to do." more »
As boomers start spending down their portfolios, planners need a new way to stand out. more »
As boomers increasingly retire, both advisors and clients will have to make adjustments and brace themselves for deep impact. more »
Industry arguments against the DoL’s fiduciary rule proposal do not consider the digital revolution in financial advice. more »
Delaying retirement and staying in their current job may be the key for clients looking to bolster retirement savings. more »
Two former advisors allege they were punished and eventually fired for reporting misconduct including trainees and interns entering trades as well as misleading clients during cold calls. more »
In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails. more »
How advisors can minimize the impact of the recent market slide for their clients. Plus, learn how Social Security spousal benefits can increase your client's taxes. more »
Ways to cut your client's taxes on Social Security benefits. Plus, guidance for reducing a client's tax burden on highly appreciated land, and avoiding IRS penalties and double taxation when contributing too much to retirement accounts. more »
People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives. more »
Fiduciary advocates question the math behind the opponents' estimate, calling it an "Alice in Wonderland report" without backing. more »
The BIC exemption in the DoL’s fiduciary rule allows retirement plan brokers and advisors to continue setting their own compensation as long as they commit to putting their client’s interests first but some say it will impede brokers who want to work with small businesses. more »
Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options. more »
The September Issue is now online!


Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

Already a subscriber? Log in here