Special Program Root Tag

Employee Stock Ownership Plans can provide company owners with a long-term exit strategy that offers cash flow, tax advantages and an opportunity to pay back employees.

With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?

Some 49% of Americans end up retiring unexpectedly. How do financial planners best help clients in this situation refashion retirement plans?

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

As ETF sponsors develop their marketing plans, the issue of which customer segments to focus on is a critical one.

There's an art to using social media and digital forums to build relationships and to amplify your voice. Thoughtful professionals in the mutual fund and ETF industry will think twice before they hit "submit."

Following Money Management Executive's inaugural Top Women in Asset Management Awards, three women from our list have been appointed to the Women in ETFs' board of directors and leadership team.

Though it can often pay to wait, advisors should help clients determine when it makes sense to file earlier for spousal benefits.

Variable annuities held by clients might not need to be annuitized to deliver cash flow.

The asset management business dodged a bullet in late July when the Financial Stability Oversight Council decided not to regulate large fund firms the same way as big banks and industry experts are projecting that the industry will now be in the clear going forward.

For advisors and their boomer and retiree clients, the new rules from Treasury could be a game changer for how they allocate 401(k) and IRA assets going forward.

Advisors should help their female retiree clients balance their well-placed concerns about longevity with their tolerance for risk.

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

With retirement-aged couples divorcing with ever more frequency, financial planners should be ready to help recently divorced clients adjust their plans for retirement.

As more people work after they consider themselves retired, planning for retirement income becomes even more multi-faceted.

Beyond an increase in benefits, another compelling reason for clients to delay claiming Social Security benefits is the potential tax savings.

Engaging Advisors Online

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Is Your Series Trust the Wrong Fit?

Outreach to asset management company clients through newsletters has dramatically changed in recent years with firms now seeking more creative ways to connect with their stakeholders.