Leslie Kramer

Leslie Kramer has worked as a journalist for over ten years covering a wide range of topics, mostly focused on corporate finance and investment and personal finance. She has also produced and hosted video interviews and pod-casts, developed conferences featuring executive speakers and written for public relations firms and non-profit organizations. Her portfolio of work includes magazine articles, news stories, Web pieces, marketing material, press releases, and White Papers.

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  1. The Treasury and the IRS have issued new guidance on pairing annuities with target date funds.
    Investing Basics

    Guidance On Pairing Annuities, Target Date Funds

    The Treasury and the IRS have issued new guidance on pairing annuities with target date funds. Here's a look.
  2. Like investors, advisors must be ready for an eventual shift in the market. Here are a few scenarios and tips.
    Professionals

    Tips For Weathering A Big Market Shift

    Like investors, advisors must be ready for an eventual shift in the market. Here are a few scenarios and tips.
  3. A new book from Fidelity Investments offers management tips from top financial advisers; learn from their successes (and failures).
    Professionals

    Management Tips Of Top Financial Advisors

    A new book from Fidelity Investments offers management tips from top financial advisers; learn from their successes (and failures).
  4. Automated technology is changing the landscape of investing by allowing for better investment outcomes, tax efficiency and better-managed portfolios.
    Investing Basics

    How Automation Tech Is Changing The RIA Biz

    Automated technology is changing the landscape of investing by allowing for better investment outcomes, tax efficiency and better-managed portfolios.
  5. The demands of bellwether ultra-wealthy clients are changing; here's what to expect and how to adjust your practices.
    Professionals

    What Advisors Can Learn From Ultra-Wealthy Clients

    The demands of bellwether ultra-wealthy clients are changing; here's what to expect and how to adjust your practices.
  6. 10 equity mutual funds bargains for any investor or financial advisor.
    Professionals

    10 Equity Mutual Fund Bargains

    10 equity mutual funds bargains for any investor or financial advisor.
  7. Advisors wary of robo-advisors should consider cutting their fees, being more tech-savvy and providing more specialized and personalized service.
    Investing News

    How Financial Advisors Can Adjust To Robo-advisors

    Advisors wary of robo-advisors should consider cutting their fees, being more tech-savvy and providing more specialized and personalized service.
  8. The Internal Revenue Service's new 2015 contribution limits for tax-deferred savings plans are higher; here's what you and your clients should know.
    Investing Basics

    New 2015 Contribution Limits: Advisors Take Heed

    The Internal Revenue Service's new 2015 contribution limits for tax-deferred savings plans are higher; here's what you and your clients should know.
  9. Advisors looking to attract potential clients need to speak in a straightforward manner, be available for questions and leave the sales pitch at the door.
    Investing News

    Top Tips For Winning New Clients

    Advisors looking to attract potential clients need to speak in a straightforward manner, be available for questions and leave the sales pitch at the door.
  10. Doing the learning legwork for the products and service providers you employ will expand your understanding and impress incumbent and prospective clients.
    Investing News

    Want To Impress Clients? Show Your Due Diligence

    Doing the learning legwork for the products and service providers you employ will expand your understanding and impress incumbent and prospective clients.
  11. Financial advisors must lead the charge against cybersecurity risks, for their clients and for their own practices.
    Investing News

    Educating Your Clients About Cybersecurity

    Financial advisors must lead the charge against cybersecurity risks, for their clients and for their own practices.
  12. Financial advisors are increasingly fretting over cybersecurity and client data breaches. Here's what they and their clients should watch out for.
    Investing News

    Financial Advisors Are Feeling Cyber-insecure

    Financial advisors are increasingly fretting over cybersecurity and client data breaches. Here's what they and their clients should watch out for.
  13. State are beginning to address retirement security with efforts that could extend savings plans to millions more Americans.
    Investing Basics

    Retirement Plans For All? These States Say 'Yes'

    State are beginning to address retirement security with efforts that could extend savings plans to millions more Americans.
  14. Financial advisory firms are finally taking succession planning seriously. Here's how.
    Retirement

    FAs Should Factor Clients Into Succession Plans

    Financial advisory firms are finally taking succession planning seriously. Here's how.
  15. Financial planning firms are seeing increased demand for their services just as a talent shortfall becomes more pronounced. Here's what can be done.
    Retirement

    How Advisors Can Fill The Talent Gap

    Financial planning firms are seeing increased demand for their services just as a talent shortfall becomes more pronounced. Here's what can be done.
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