by
Bryce Sanders
Keeping in close contact with clients is a good retention strategy.
by
Chris Sutton
Though most market commentators believe a U.S. recession will be avoided, the global impact of U.S. economic shifts remains a concern.
by
Gus Dimopoulos
Here are five essential elements of a wealth protection strategy in a high-net-worth divorce.
by
Jud Mackrill
Curation leads to building real relationships and loyalty with clients that transcend numbers.
by
Tyler Cowen
Simplifying the tax code for U.S. citizens working abroad would benefit both those Americans and America itself.
by
Bryce Sanders
The topic can create a bond and be a gateway to meeting their friends.
by
Kevin Avent
Being prepared if a client becomes mentally impaired is critical to wealth protection.
by
Aaron Cirksena
Here are a few areas that should be carefully considered to help retired clients avoid costly mistakes.
by
Bryce Sanders
Your advice has value. It is fair for people to pay for the advice they receive.
by Columbia Threadneedle Investments
Key points:
Tax friction (or the reduction of returns due to taxes) can have a significant impact on wealth over time, and proactive asset location is essential to minimize this...
by
James G. Blase
Some gifting strategies are going to make less sense if taxes remain low and exemptions high.
by
Allison Schrager
They have fond memories of the economy when he was president, and he plays on their anxieties about the future economy.
by
John J. Bowen Jr.
When Tom Hulick started his own advisory practice, he was confident that seeking out a professional business coach would be a smart step.
by
Bryce Sanders
This time of year, you are attending lots of parties. What to say and what not to say.
by
Tyler Cowen
However slowly and inefficiently, higher education in the U.S. is restructuring itself to be ready for leaner times.
by
Eric Reiner
Advisors can showcase their value to clients with a sophisticated projection contrasting “with conversion” and “without conversion” scenarios.
by
Matthew Erskine
DSTs should be considered along with charitable trusts when weighing a client's deferral needs.
by
Josh Harris
Here are ways for advisors to ensure that their value transcends stock performance.
by
Bryce Sanders
It may be a witty comment to you, but your clients may take it the wrong way.
by
Allison Schrager
Higher interest rates mean that the next president, whoever it is, will find it much harder to reduce taxes and increase spending.
