Expert Views

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Insurance Companies Like The Word ‘Insurrection’

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What we call a violent riot determines whether insurers will have to pay for property damage.

When You Think Your Client’s Idea Is A Bad Idea

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As their advisor, you want to be protective, yet supportive of your clients in the investing process.

The Race To Scalability 2020: Insights From A Decade Of Advisor Research

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How advisors can grow their business without sacrificing their current service.

Securities Firms Can Now Be Sued for Weaponizing Form U-5 Statements

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Financial advisors are subject to the most stringent reporting requirements of any regulated profession in the United States.

Young And Ambitious? Move To New York, Not Austin

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The pandemic caused a shift away from high-cost cities as the dominant centers of workforce talent and business activity.

The Financial Lessons Of The Covid-19 Pandemic

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There’s a lot of fixing to do outside the core banking system.

How To Plan For LGBTQ, Blended Families, Cohabitation, Other Nontraditional Families

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We live in a different world, and that requires different considerations regarding estate planning.

Sponsor Insights: Have You Found Investment Opportunities in the Pandemic?

by Alger

The pandemic and wave of innovation have increased opportunities for investors to identify potential winners and losers of change.

The Reddit-GameStop Affair’s Lessons For Wealth Management Firms

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Here's what firms need to do to get ahead of the curve.

Putting January’s RIA Deal Frenzy In Perspective

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Most in the industry are in need of a well-resourced partner that can provide a better client experience.

Could The Fed Raise Margin Requirements For Equities?

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Reintroducing changes in margin requirements would be a powerful tool.

12 Reasons Investors Need Living, Breathing Advisors

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Advisors are often put in the position of justifying their value. Here are some practical ways to do it.

Taxes, Tech And The Future Of Advice

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More and more advisors are talking with clients about tax efficiency.

Advisors Share Their Biggest Lessons For 2021

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The financial services industry is forever changed, but many would argue it has changed for the better.

Virtual Summit Brings What's NEXT For FA Industry

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The upcoming Virtual Financial Advisor Summit 2021: NEXT will take place on Feb. 10.

IRS Planning 50% Increase In Partnership Audits

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It is important that partners have procedures in place to avoid unintended consequences in future audits.

Biden Has A Once-In-A-Century Chance To Fix Capitalism

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The U.S. needs to reclaim the kind of economy that existed before Wall Street was the only thing that mattered.

Next-Gen Redefines Retirement

by Andrew Altfest

That means advisors will have to change their approach if they want to lure a new generation of clients.

Four Tips For Selecting The Best Employer Legal Insurance Plan

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These tips can provide some guidance to your employee benefit plan officers on selecting a legal insurance plan.

Estate Tax Planning Opportunities In 2021

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The actual timing and extent of any income tax and estate tax legislation is still uncertain.

[1]  57 58 59 60 61 62 63 64   [188]