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A popular axiom referred to as Occams razor - holds that we should tend towards simpler approaches until we must trade simplicity for increased explanatory power. For estate trustees and beneficiaries considering tax strategies in the disposition of 2010 estate assets, this principle is a sound guideline.
March 23
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Certainly, communication breakdowns are headaches. But when political tumult grips North Africa and the Middle East, and the earthquake and tsunami disasters in Japan actually go nuclear, make sure that there are no breakdowns between your practice and your clients.
March 23
Financial Planning -
LinkedIn is a powerful networking tool that can have a significant impact on your bottom line.
March 22
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By following six simple steps, advisors can improve their writing and marketing communications.
March 21
Impact Communications -
How can advisors take advantage of opportunities created by limitations on fees and transactions? Program managers at BISA’s bank broker-dealer breakout session presented some interesting answers. “Banks are struggling with where to get more revenues because of fee reductions,” said Rob Comfort, head of Huntington Investments. “This gives us an opportunity to play a prominent role.”
March 18
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I see a lot of advisors who get very little interaction with the sponsors, and there is little in the design of today's exhibit halls that encourages that interaction--and THAT was my point.
March 17
Financial Planning -
Nearly every day, I get a notice touting the launch of some new ETF. And at this point, most of them represent some fringe aspect of the investment world. Small-cap stocks from one certain country in the Middle East, say, or a fund from Africa that deals with water infrastructure. Sometimes, they are sliced so thinly that there are just a handful of companies in the underlying index. Useful perhaps, but probably only for a
March 17
Employee Benefit News and Employee Benefit Adviser -
Advisors hate it when ancillary tasks eat up too much of their time, because it robs them of the most enjoyable part of doing their jobsworking directly with clients!
March 15Financial Planning -
Many financial advisors think about leaving the safety of the Mothership - you know, the large firm that takes 60% or so of every nickel earned - but then when push comes to shove, can it be done? Resoundingly the answer is yes.
March 14
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One of the biggest wastes of time and talent that I see in the financial services industry is something you probably take for granted: the conference exhibit hall.
March 10Financial Planning
