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Expert Views

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The Inflation Scare Is Missing Some Inflation

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Stocks are more concerned about a rise in yields, though a repeat of the taper tantrum looks to have been avoided.

SEC Goes After Analyst Foreshadowing

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Also GameStop, corporate Bitcoins and gift-card taxation.

An Easy Analogy To Show Your Value To HNW Prospects

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Use this analogy to help clients understand the value of professional advice.

Remembering Sylvia Porter

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For more than 50 years, Sylvia Porter was a financial columnist who dispensed middle-class investment advice.

The New Post-Pandemic Retirement Life For Both Advisors And Clients

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A number of trends are unfolding that will continue to shape our society, the economy and businesses of the future.

How The Evolution Of Apple's Value Impacts Us All

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Demonstrating your value to your current clients builds trust with them.

How Technology Can Simplify Annuities To Help Fight A Retirement Crisis

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Technology platforms are providing financial professionals a turnkey, out-of-the-box annuities solution.

Congress’s Infrastructure Plan Must Put Climate First

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It’s dangerous to allow the spending debate to prioritize the federal deficit.

Nine Ways Advisors Get Discovered By Prospects

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You also want to learn how you were discovered when a new client comes to you.

Wills, Trusts And Tax Planning For Adjudicated Disabled Persons And Minors

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Some states allow certain limited guardianship estate planning at common law.

Residency Audits: What To Expect When You Move To Another State

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You can change residency and, if the proper steps are taken, do it successfully.

Switching Firms Through A Lens Of Diversity, Equity, And Inclusion

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Many advisors want to ensure that firms they’re looking to join are not simply using diversity as a recruitment tool.

No More Gift Tax Exemption? Additional Planning Strategies To Consider For 2021

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There are several wealth transfer strategies that can be considered by those wanting to make gifts.

New York State Budget Proposals: What’s In Store For High-Net-Worth Individuals?

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The timing and amount of federal aid will determine the level of tax increases that will be enacted by the state.

America’s Excessive Government Spending Must Stop

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Excessive federal spending is creating grave economic and national security risks.

Covid-19 Isn’t The Only Thing Shortening American Lives

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New estimates of life expectancy expose worrisome health trends in the U.S.

Can Firms Add New Clients Without Cold Calling?

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Here are other methods for attracting clients.

Rollovers And The Baby Boomer Retirement Wave

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The long-awaited baby boom retirement wave is now officially underway.

The Case For Post-Pandemic Pessimism

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Monetary and fiscal stimulus won’t restore a healthy world economy.

3 Questions Investors Are Asking About Bitcoin—And How Advisors Can Help

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As the price of bitcoin has gone up, so has the number of questions from clients on this topic.

[1]  57 58 59 60 61 62 63 64   [188]