Your Clients

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  1. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  2. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  3. Why Tech Should Top Advisors' Must-Do List in 2017

    Here are three reasons why financial professionals should absolutely integrate technology into business efforts over the ...
  4. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  5. How to Adopt a Plan for Clients With Dementia

    Advisors who don't have a plan for clients with dementia can risk leaving themselves open to potential litigation or other ...
  6. Why Goals-Based Investing Deserves Your Attention

    Advisors need to be willing to make changes in their management styles and other business practices to stay current and relevant ...
  7. Why Indexed Annuities are Booming as VAs Wither

    Market trends and regulatory factors have led to a substantial decline in the sale of variable annuities, while indexed annuities ...
  8. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  9. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  10. Why Small Investors' Trading Jumped Post-Election

    Many small investors saw the market volatility following the election as an opportunity to trade stocks.
  11. Navigating Social Security Claiming Changes for Clients

    A look at the changes to rules for claiming Social Security retirement benefits and what advisors need to consider to help ...
  12. Advisors: Don’t Let Clients Chase ETF Returns

    The ease of trading ETFs has some investors chasing performance. Here's how advisors can help clients avoid making mistakes. ...
  13. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  14. 4 Mistakes Clients Make With Roth IRAs and Their Estate

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  15. What Clinton's Presidency Would Mean for Advisors, Retirement

    If Hillary Clinton is elected to the presidency, her tax plans could have a big impact on economic growth and retirement ...
  16. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  17. What Drives Wealthy Donors and How to Advise Them

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  18. Use Thematic Investing to Engage Your Clients

    Advisors looking for a new way to strengthen their client relationships should consider thematic investing, which can engage ...
  19. Social Security: What to Know About Delaying Filing

    Ready to cash in on your retirement? Here's how waiting to take Social Security can save you money in taxes and other ways, ...
  20. Asset, Wealth Management M&A Rose in Q3, Though Value Dropped

    The third quarter of 2016 saw an increase in M&A activity among asset and wealth managers says a new report, but the ...
  21. How to Help Clients Invest an Inheritance for Retirement

    Here's how to help clients invest an inheritance to ensure they have a solid retirement nest egg.
  22. Billionaires to Transfer $2T in Wealth to Heirs

    A new report reveals that 460 billionaires will transfer over $2 trillion of assets to their heirs during the next 20 years.
  23. Are Loan Funds Right for Your Clients' Portfolios?

    Loan funds may be a good alternative for investors who are willing to take on a greater level of risk in order to receive ...
  24. How Schwab Is Upgrading Its Robo-Advisor Platform

    Here's the lowdown about the enhancements Charles Schwab is making to its robo-advisor platform, Institutional Intelligent ...
  25. Top Tips for Reducing Healthcare Costs in Retirement

    The rising cost of healthcare is a scary prospect for many retirees. Here's what you can do to try and keep such costs as ...
  26. Why Age 70 is Pivotal for Retirement Planning

    Age 70 marks the time that you will have to start thinking about RMDs for real, but it's better to start planning for them ...
  27. Why Spending Tends to Increase in Retirement

    Retirees often find themselves living fuller lives during retirement, which can come with more costs. Are your investments ...
  28. 6 Big IRS Red Flags for Retirees

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  29. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
  30. 6 Tips to Help Clients Make the Most of Their RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  31. Tips for Advisors Who Retire & Sell Their Practice

    It's irresponsible to run a financial planning practice without an idea for how it will continue after you retire. Here's ...
  32. What Millionaires Think of Human Vs. Robo-Advisors

    Many advisors find themselves battling the perception that robo-advisors can offer the same quality of advice and services. ...
  33. Help Clients Navigate Roth IRA Distribution Rules

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  34. Clinton's Estate Tax Plan: What to Tell Your Clients

    Hillary Clinton's plan to increase estate taxes has many concerned that it will negatively impact farmers and small businesses ...
  35. How to Help Clients When Their Medicare Policy is Canceled

    Here's how to help clients who receive a letter stating that the Medicare policy they have used until now is being canceled.
  36. How Much Millennials Should Save to Retire Comfortably

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save ...
  37. What to Tell Clients About New Money Market Rules

    New money market rules will have little impact on clients. Here's what to tell them if they ask.
  38. Can Robo-Advisors Meet the Fiduciary Standard?

    The advent of robo-advisors has broached the question of whether they should also be regulated like traditional advisors.
  39. Wells Fargo Explores Immediate Variable Annuity

    Wells Fargo is considering launching an immediate variable annuity, which would be the first product of its kind.
  40. Merrill Drops Retirement Options With Commissions

    In the wake of the fiduciary rule, Merrill Lynch is dropping commission-based transactions from all of its retirement accounts.
  41. What to Tell Clients Who Are Worried About Inflation

    Although CPI numbers may be low, many clients are feeling the bite of inflation. Here's how to counsel them.
  42. Is the Roth IRA Under Threat?

    Roth IRAs are one of the most popular retirement savings accounts. Could Congress ever decide that too much money is being ...
  43. Active Bond Funds Beat Market More Than Equity

    The S&P SPIVA Scorecard shows that some actively-managed bond funds are outpacing equity funds in terms of performance.
  44. How New IRA Rollover Rules Impact Your Clients

    The IRS has made it easier and less costly for clients who miss the 60-day IRA rollover window.
  45. Social Security Mistakes: How to Avoid Them

    Social Security is an important part of most retirement plans. Here are some costly mistakes to avoid.
  46. Why Create a Financial Plan?

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  47. How Mortgage Debt Can Derail Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  48. How Advisors Can Factor in Smart Beta for Clients

    Smart beta ETFs based on factors can be a tool for advisors and individual investors to diversify.
  49. IRS Provides Relief for Late IRA Rollovers

    The new self-certification process will make it much easier and cheaper to correct a late rollover of a qualified retirement ...
  50. How the Wealthy Choose Advisors? First Impressions

    What goes into a wealthy client's thought process when it comes to picking an advisor via first impression? Here's some insight.
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