Your Clients

  • Showing 1-50 of 354 items
  • 1
  • 2
  • 3
  • ...
  • 8
  • >>
  1. 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 ...
  2. 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 ...
  3. 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 ...
  4. 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 ...
  5. ETFs Vs. Index Funds: Quantifying The Differences

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

    Here are some tips for advising clients faced with taking required minimum distributions.
  7. 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 ...
  8. 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. ...
  9. Help Clients Navigate Roth IRA Distribution Rules

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  10. 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 ...
  11. 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.
  12. 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 ...
  13. 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.
  14. 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.
  15. Wells Fargo Explores Immediate Variable Annuity

    Wells Fargo is considering launching an immediate variable annuity, which would be the first product of its kind.
  16. 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.
  17. 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.
  18. 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 ...
  19. 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.
  20. 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.
  21. Social Security Mistakes: How to Avoid Them

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

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  23. 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 ...
  24. 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.
  25. 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 ...
  26. 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.
  27. Wealthy Clients and How They Use Robo-Advisors

    Most high-net-worth investors, those with at least $1 million to invest are choosing to use both humans and robos to manage ...
  28. Your Retirement Nest Egg: How to Spend It Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  29. Helping Couples Strategize for Social Security

    Even with the elimination of the file-and-suspend option for couples claiming Social Security, there are strategies they ...
  30. Betterment Expands and Reaches for More Advisors

    Robo-advisor Betterment recently announced that it is going to start offering additional investment options to its advisor ...
  31. How to Find Affluent Clients Online

    Here's how advisors can position themselves to take advantage of emerging digital trends to find affluent clients online.
  32. Strategies to Protect Assets from Creditors, Suits

    Proper planning is required to ensure that a client’s assets are truly protected. Here are some strategies that can help ...
  33. Managing Small Endowments: A $100B Opportunity

    A shift to outsourced management among small endowments is providing billions in opportunities to capture assets.
  34. Tax Tips for Master Limited Partnerships

    MLPs are a different animal when it comes to taxes. Here's how they work.
  35. Self-Directed IRA Exemption: Advisors Take Note

    Here's how the new fiduciary rule impacts custodians of self-directed IRAs and clients who are seeking advice.
  36. Are Smart Beta ETFs Active, Passive or Both? (RPV, SIZE)

    Are smart beta ETFs a form of passive management, active management or a hybrid of both?
  37. Why Big Firms are Increasingly Snubbing Smaller Clients

    The definitions of wealth are changing. The former benchmark of a wealthy client, $250,000, is no more at the big firms. ...
  38. How Clients Can Fund Long-Term Healthcare Costs

    Healthcare costs in retirement are rising. Here are some options that you and your clients should consider to help them fund ...
  39. How the Fiduciary Rule Will Impact 401(k) Advisors

    Here's the impact that the new fiduciary rules will have on financial advisors serving as advisors to 401(k) and other defined ...
  40. How to Help Clients Decide on 401(k) Rollovers

    A critical decision for clients who change jobs a few times in their career is what to do with their defined contribution ...
  41. Managing Client Expectations in a Volatile Environment

    Managing client expectations during periods of market volatility is challenging. Here are some ways to go about it.
  42. 6 Unusual Retirement Tips for Boomers

    You're likely well-versed in the usual retirement planning tips. Here's a list of lesser-known ways to try to fatten up your ...
  43. Advisors: Your Women Clients Are Not All the Same

    Advisors who want to work with women clients need to understand that they are a diverse group with these distinct financial ...
  44. Edward Jones, Morgan Stanley Face 401(k) Fee Suits

    Edward Jones and Morgan Stanley have become the latest financial services firms to be hit with lawsuits alleging their 4 ...
  45. When Multi-Factor ETFs Make Sense

    Multi-factor ETFs are a logical progression from single-factor smart beta ETFs. Here's when it makes sense to use them in ...
  46. Talking to Clients Who Think Stocks Are in a Bubble

    Here's what to tell clients who think that the market is in bubble territory.
  47. Emerging Markets: What Advisors Should Tell Clients

    Is this the right time to invest clients’ money into emerging markets?
  48. Top Tips for Making Retirement Savings Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  49. How to Use Life Insurance to Manage Legacies

    These are some of the legacy-building ways that life insurance policies can be used.
  50. OSMAX,MGGIX,OBIOX: 3 Top International Mutual Funds

    If you want to invest outside of the United States, here are three international mutual funds to consider.
  • Showing 1-50 of 354 items
  • 1
  • 2
  • 3
  • ...
  • 8
  • >>
Hot Definitions
  1. Perkins Loan

    A loan program that provides low-interest student loans to undergraduate and graduate students who demonstrate exceptional ...
  2. Wealth Management

    A high-level professional service that combines financial/investment advice, accounting/tax services, retirement planning ...
  3. Assets Under Management - AUM

    The market value of assets that an investment company manages on behalf of investors. Assets under management (AUM) is looked ...
  4. Subprime Auto Loan

    A type of auto loan approved for people with substandard credit scores or limited credit histories. There is no official ...
  5. Racketeering

    A fraudulent service built to serve a problem that wouldn't otherwise exist without the influence of the enterprise offering ...
  6. Federal Debt

    The total amount of money that the United States federal government owes to creditors. The government's creditors include ...
Trading Center