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March 2023

Financial Planning For Couples Who Totally Disagree

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When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.

Markets And Asset Plays Reverse Directions

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Shareholders are going to have to play by different rules in the coming years.

Five Pages Every Website Must Have

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You'll also want to follow these tips to make your pages the best they can be.

Clients Now See What They Paid For

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We've found that good advice helped our clients keep calm in 2022.

Are Extended RMDs A Gold Mine Or Tax Trap?

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The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Pick Up The Phone To Your Future Self

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Advisors help people realize that their brains aren't necessarily wired for oddsmaking and long-term planning.

Too Much Of A Good Thing

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This advisor used a charitable remainder unitrust to help a client unload company stock.

Why The Ranks Of Women Advisors Are Finally Increasing

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Efforts by the CFP Board and others are finally paying dividends, experts say.

Benchmarking With Apples And Oranges

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If we're benchmarking our clients' portfolios, the benchmarks should look like their actual portfolios.

Three Reasons Munis Are Right, Right Now

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After breaking records on a number of metrics, municipal bonds are having a moment.

Growth Is Back, And This Fund Could Be The Ticket

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The Fidelity Advisor International Growth Fund remains a strong performer.

Interest Rates Are Up. So Is It Time To Buy Annuities?

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Annuities' payout rates are higher than they've been in years. Does that mean they give good relative value?

A RILA-Roth Combo Can Solve Longevity Risk

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‘Diversification' in retirement goes well beyond asset class, Allianz argues.

Spy Balloon Over Heckerling

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Our correspondent sends dispatches from the Heckerling 2023 estate planning conference

Can Clients Ever Have Enough Money?

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We should transform the mindset of our clients so they realize there is enough for everyone, everywhere.

Advisor Emporium

Nuveen Now Offering Access To U.S. Middle Market Private Capital Investments

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Policyowners have more than 80 investments options to select from based on their investment style.

Editor's Note

A More Conservative Playbook

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It's clear that the events of the last three years have changed advisors' behavior.

Frontline News

Rising Interest Rates Can Benefit Trusts Transfers

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The performance of trusts as estate planning vehicles is often tied to the federal funds rate.

Can ChatGPT Replace Advisors?

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Industry CEOs at FSI OneVoice said the new AI chatbot could give advisors a run for their money.

FSI Fears DOL Will Force IBDs To Become RIAs

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If DOL forces contractors to become employees, 77% of affected advisors will open RIAs or retire, report says.

LPL Advisors Can Now Off-load Accounts To Company

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LPL said its Partial Book Sales offering is designed to free up advisors to focus on their business goals.