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November 2024

How Fair Is Your Compensation?

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Building a fair compensation system means answering some difficult questions.

The Bull Market In Bonds Is Just Beginning

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The past isn't always prologue when it comes to a falling interest rate environment.

10 Ideas For Hosting A Virtual Holiday Party

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To boost camaraderie with remote clients and staff, consider these fun virtual events.

This Point In Time

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Remember that the clients you're talking to are in the middle of their own narrative. You must find out what it is.

Flexible Gift Annuities For Baby Boomers

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Here's how you can help aging clients slow the depletion of their wealth.

How Advisors Can Combat Feelings Of Isolation Among The Wealthy

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Most uber-wealthy clients aren't comfortable talking about their wealth, says Bernstein Private Wealth Management.

How Do You Ask Clients To Pay More?

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Every advisor should be able to rationalize what they charge

Public Or Private Debt?

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Which one is better for your fixed-income allocation?

Past Rate-Cut Cycles And Future Sector Performance

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Does the conventional wisdom about winning cyclicals always play out?

Choosing An Easier Path In Divorce

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Your clients going through a divorce have important decisions to make to avoid compounding the emotional pain.

Muni Bonds Aren't Just For Rich Folks

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The Baird Strategic Municipal Bond Fund has outperformed during its five-year run.

Why 2024 Tax Planning Is So Murky

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It's been a while since so much uncertainty shrouded year-end tax planning.

A Look At Real-Life Annuity Solutions

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In some instances, annuities can be the perfect retirement-planning solution tool.

Rollovers And The Fiduciary Duty

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To help retirement savers with rollovers, advisors must work closely with their compliance departments.

Helping Clients With 'The Great Wealth Transfer'

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Advisors have to be proactive to ensure clients seamlessly transition their assets.

Safeguarding Clients From Fraud In The AI Age

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Advisors face the dual challenge of embracing AI's benefits while safeguarding their clients against fraud.

Advisor Emporium

eMoney Launches New Client Visualization Feature Called 'My Plan'

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The feature gives end clients significant control over how they see their plan.

Editor's Note

The Compensation Conundrum

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Devising a comprehensive compensation plan for advisory firms gets particularly complex, because it says a lot about where firms place their priorities.

Frontline News

Selling A Business: This Tax Trick Can Increase A Seller's Price By 10%

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But the benefits of this tactic can be used only by owners of S corporations.

Social Security COLA Hike Drops To 2.5% In 2025

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Consumer advocates argued that the boost doesn't provide enough relief to senior citizens.

CFP Board's Sleeping Teen Ad Raises Hackles

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Advisors worry the campaign will attract slackers and possibly turn away investors.

Watch Out For Taxes When Gambling, Advisors Say

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Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.