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Portfolio
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10 tactless things I tell clients
Allan S. Roth
Founder
Wealth Logic
"I'm not right for you," along with other surprising things I tell clients.
The surprising thing seniors miss the most about pre-retirement life
Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.
Article
Managing investment fear and greed
Help your clients manage their emotions and make the right choices based on where they are in life.
Partner Insights
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Fund fees drop at record pace: News Scan
The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.
An Amazon for financial services? ‘The race is on’
How technology could continue to disrupt financial planning.
Paulina Mejia, Top Women in Asset Management Awards winner
As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.
New Vanguard ETF launches into investment-grade bond universe
The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.
Will the tax law lead to growth or inflation? Tax Strategy Scan
Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.
How to avoid hidden pitfalls in fixed-index annuities
A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.
Hundreds of companies now help employees pay student loans
Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.
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