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Practice
Kitces: Advisor benchmarks are essential — and flawed
Whether measuring performance against the market or a client’s own goals, the industry needs accountability.
Voices
Why retirees should factor Social Security into their asset allocations
Dave Grant
Founder and planner
Retirement Matters
This retirement investing strategy can be a hard one to implement, but it makes academic sense.
Guide
Charitable Planning Guide
This product-agnostic client guide provides a foundational understanding of the basics of effective charitable planning.
Sponsor content from
Cassaday & Company names first female president
Allison Felix was named president after 17 years at the firm, part of a transitional process to eventually become CEO.
Voices: Maybe the future of fund management isn't so bleak
Rising stock markets have encouraged individual investors to add to their holdings.
IRA strategies to cut Medicare costs for wealthy clients
In some cases, amassing a large IRA can have unforeseen negative consequences, including higher Medicare costs. Here’s how Roth conversions and other strategies can help.
Why these advisors fired their clients
Terminating an advisor/client relationship isn’t solely at the discretion of the client.
Do clients care about their shareholder voting rights?
Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.
When end-of-life planning is suddenly closer than you thought
Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.
Merrill Lynch has lost big teams this year. Does it matter?
Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.
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