Many of us know that having an active presence on social media is critical for our brands and businesses to remain competitive and relevant. It is equally as important to stay current on what it means to be relevant. For some time now, brands and businesses have focused...
Responding to customers' complaints, some states are putting a spotlight on how financial advisors sell variable annuities — and the results aren't pretty. Advisors are paid hefty commissions for selling annuities and, too often, are tripped up by the details of the...
Have you decided to merge with another RIA? The merger will likely grow your clients, bring new efficiencies and synergies to your practice and allow you to offer a more diverse set of investments, products and knowledge. The new firm will probably benefit you, your new...
Divorce is one of the most stressful ordeals, both emotionally and financially, that a person will experience in his or her life. Because of the complex nature of divorce, having a knowledgeable financial advisor to assist and generate realistic financial solutions can be...
More than 56 million Americans have some type of disability, according to the Census Bureau. Autism, for example, affects 1 in 50 children. For parents of a child with a disability, the great fear is: "What happens when we're gone?"
While the industry awaits a decision by the SEC on whether it will move forward with a uniform fiduciary rule for brokers and advisors, fiduciary advocates will engage in a debate about the importance of the two fiduciary rulemakings being considered by the SEC and the Department...
Deciding where to live in retirement often has to do with climate, proximity to family and other nonfinancial factors. But when saving tax dollars is at the top of the list, these 10 states rank best, according to a 2013 study by Balasa Dinverno Foltz.
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