Your Practice

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  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. 8 Things Advisors Should Do on Facebook to Grow

    These eight tips will help advisors up their game on Facebook and have the potential to help grow business.
  5. 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 ...
  6. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
  7. How to Help Clients Invest in Gender Diversity

    Gender diversity has become an important talking point in the U.S. elections, but research has shown can also be important ...
  8. Advisors: Here's What Affluent Millennial Clients Want

    Advisors who fail to target the Millennial generation early on could be making a costly mistake over the coming years. Here's ...
  9. Some Advisors Shifting Fee Structures to Retainers

    Financial advisors may want to become familiar with new payment models sooner rather than later in order to proactively meet ...
  10. Digital Content Marketing for Financial Advisors

    Advisors need to be careful with the content they use and share online to stay within regulations, but dry, compliant language ...
  11. Social Security Disability and Retirement Benefits: How to Manage Them

    Advisors with clients who receive disability benefits can carve out a profitable niche by helping them integrate this income ...
  12. Smartphone Apps Can Help You Track Client Spending

    New data aggregation tools give advisors a way to provide value to their clients in a market where advice is becoming more ...
  13. Betterment Says New 'Tax Drag' Algorithm Will Boost Returns

    Betterment has rolled out a tax-coordinated portfolio that it claims will boost returns by 0.48% annually.
  14. How Advisors Can Defend from Fiduciary Litigation

    The new fiduciary rules mean that many advisors need to overhaul their business models to stay in compliance and guard against ...
  15. Reverse Mortgages: Has Their Time Arrived?

    The perception of reverse mortgages is changing. They can be an integral part of a carefully crafted retirement plan.
  16. Trump Advisor Promises Repeal of Fiduciary Rule

    An advisor for Donald Trump’s campaign maintains that if Trump is elected, he'll repeal the new Fiduciary Rule.
  17. 6 Tips to Help Clients Make the Most of Their RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  18. 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 ...
  19. Social Security: Helping Women Who Claim It Early

    Women who are retiring or getting close to it would be wise to seek professional advice before claiming their Social Security ...
  20. Financial Services Has an Accountability Problem

    There's a problem plaguing the financial services industry: a lack of trust.
  21. The Biggest Tech Mistakes Financial Advisors Make

    By properly using technology, advisors can stand out from the competition. These are the biggest mistakes to avoid.
  22. Firms Looking Beyond Finance for Women Advisors

    There are huge opportunities available for female financial advisors in the marketplace today, and advisory firms are seeking ...
  23. Why Investors Prefer Independent Financial Planners: 'Trust'

    Independent financial planners are the most trusted by investors among all advisors types. Here's why.
  24. The Pros & Cons of Partnering with a Broker/Dealer

    Financial advisors must determine a business model that meets their needs and meets the expectations of their clients.
  25. 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. ...
  26. Help Clients Navigate Roth IRA Distribution Rules

    Here's how the five-year rule works with Roth IRAs and what to consider for clients.
  27. Attract Millennial Clients By Focusing on Their Needs

    Advisors who want to attract Millennial clients will have to take a different approach to servicing this generation.
  28. 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 ...
  29. 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.
  30. FINRA Rule 2273: Your Recruiting Questions Answered

    An in-depth look at and Q&A on FINRA's new recruiting practices rule, which goes into effect in November.
  31. Attracting New Clients With Your Website Content

    It isn’t enough to have great content sitting on your website. There needs to be a solid marketing strategy behind it to ...
  32. How to Help Clients Avoid Costly Medicare Mistakes

    Helping clients manage their Medicare choice means they can avoid costly mistakes and make their retirement nest egg go a ...
  33. How the Fiduciary Rule Impacts Advisor Technology

    Advisors need to make sure that the technology used in their practice is in compliance with the new fiduciary rule.
  34. 6 Easy Tips for Improving Your Blog's Headlines

    Advisors write great content for their websites or blogs...but saddle them with dull headlines. Here's how to make sure your ...
  35. Fiduciary Rule: A Compliance Checklist for Advisors

    Advisors should start working with retirement plan sponsors sooner rather than later to help them become compliant with the ...
  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. Top RIAs Believe Tech Will Drive Success: Study

    Many advisors may be hesitant to embrace new technologies, but the cream of the crop see it as key to their success in the ...
  38. Medicare Open Enrollment: How to Help Advisory Clients

    For financial advisors, open enrollment is an important opportunity to be of service to clients, especially when it comes ...
  39. Advisors Outsourcing Investment Management Earn More

    Advisors who outsource investment management generate higher revenues than those who don't, a new study shows.
  40. How Advisors Can Prepare for a Data Breach

    Data breaches are on the rise. Here's how advisors can prepare.
  41. 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.
  42. How to Help Clients Reduce Student Loan Debt

    Student loans can keep clients from financial goals such as saving for retirement. Here's how advisors can help their clients ...
  43. How to Turn Your Financial Advisor Website Into a Remarkable Brand

    Here's what you can do to turn your website into a high profile one and generate a larger volume of traffic.
  44. 3 Financial Advisor Website Design Essentials

    Here are three ways to tell if an advisor's website is as impactful and useful as it should be.
  45. How Advisors Can Avoid Tech Addiction

    Here's how tech addiction relates to financial advisors and how they can avoid the problem of losing productivity to it in ...
  46. Not All Advisors Prepared for Tech: PwC Study

    Financial advisors are not well prepared for technology’s transformation of their industry, a PwC report reveals.
  47. Why Investors Prefer Advisors with Banking Ties

    A new study shows that most Americans, when it comes to managing their finances, are looking for one-stop shopping, including ...
  48. Why Should Advisors Blog? Because Wealthy Investors Read Them

    Advisors who don’t blog are missing out on connecting with current or potential clients, especially high net worth ones. ...
  49. RIAs Might Have Conflicts of Interest in Form ADV

    Here are five big conflicts of interest that financial advisors—and their clients—may want to watch out for.
  50. How Advisors Can Use Google Analytics to Improve Their Websites

    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
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