Blogs

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  When Your HNW Clients Make Music, Be Sure They’re Covered

  By Julie Sherlock  |  May 20, 2013

  If those clients or their children are budding—or wannabe—Paganinis or Claptons, be sure their valuable musical instruments are covered by following these six steps.

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  Why the CFP Board’s Proposal to Offer CE Is Wrong

  By Michael E. Kitces  |  May 17, 2013

  In the first in a series of posts on the CFP Board’s proposal, an argument (from planners themselves) as to why it’s not a good idea and a look at the current, somewhat woeful, state of continuing education for CFPs.

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  Purchasing Pools: The Brazilian Remedy to Ease America’s Credit Crunch

  By Juliana Molinari de Almeida Santos Cunha, Attorney, Sao Paulo Bar Association  |  May 17, 2013

  The Brazilian economy and legal system may offer the American middle class a way out of its credit access problem via the Brazilian “Purchasing Pool System.”

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  Diamond Teams: A Solution to Finding the Best Talent

  By Angie Herbers  |  May 17, 2013

  If you want to be the best employer in your area—a critical need in this era of talent shortages in the advisory business—here’s a team solution that’s proven successful.

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  Stop Denying Investor Rights: End Forced Abitration Now

  By Heath Abshure, NASAA President  |  May 16, 2013

  For too long, investors have been forced to "take it or leave it" by mandatory pre-dispute arbitration clauses. The time is now for this denial of investor rights to end, which is why NASAA supports the Arbitration Fairness Act.

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  Want a More Profitable Firm? Let Employees Work From Home

  By Angie Herbers  |  May 15, 2013

  Our research shows that firms that offer more flexibility to employees are more productive and profitable and the employees are happier, as are clients.

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  Advisors May Be Crazy, Like a Fox

  By Bob Clark, AdvisorOne  |  May 15, 2013

  What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?

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  Matching HNW Clients’ Coverage With Their Risk Profile

  By Kathleen Tierney, Chubb  |  May 14, 2013

  Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.

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  More Clients Will Be Hit With Higher Medicare Costs Under Obamacare

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  May 13, 2013

  Under Obamacare, income-based Medicare premiums for both HNW and lower-net-worth clients clients may sharply rise. Here are your options.

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  What May Come Next From the Craziest Market in Recent History

  By Mike Patton  |  May 13, 2013

  Can the stock market continue to climb and shrug off bad news, or are we just picking up nickels in front of a bulldozer?