Practice

As you approach the new year, resolve to use some of this new research to run your practice more effectively.

The landscape is new and far more complex than it was a year ago. That requires some new strategies for clients.

A client seeking long-term care funding may be able to get it by swapping a life insurance policy.

Some planners have found profits - or at least satisfaction - selling assistance or products to their peers.

Muni fund managers are trying a variety of strategies to protect holdings from volatility when the Fed starts to taper.

Many RIA firms are tempted to use new trust companies to avoid losing clients to big banks. Some experts warn against it.

Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

JPMorgan Chase’s reported attempt to get the FDIC to pay part of its settlement with the government is yet another chapter in a long-running dispute over the 2008 resolution of Washington Mutual.

The mass-affluent are getting more serious about long-term financial objectives, although there is still a major gap between their retirement savings and retirement goals.

The CFA Institute, along with Maria Hartwig, an associate professor of psychology at the John Jay College of Criminal Justice in New York, are working on techniques to help financial professionals improve their ability to detect deception.