Blogs

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  African-Americans Remain a Viable, Untapped Advice Market

  By Savita Iyer-Ahrestani, AdvisorOne  |  May 24, 2013

  Despite an increase in wealth, a proven track record of financial progress and greater overall financial confidence, African-Americans are being ignored by advisors.

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  To Build Shared Purpose in Your Firm, First Share Your Vision

  By Angie Herbers  |  May 24, 2013

  Writing down ans sharing clear goals powerfully communicate to all your employees what your firm is trying to do. Oh, and you can change it as you go along

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  The Outlook for High-Yield Bonds: High Income or High Risk?

  By J. Gibson Watson III, CIMA, Envestnet, and, Nathan Behan, CFA, CAIA, Envestnet | PMC  |  May 23, 2013

  These days, the search for yield has some unique challenges, but what’s the outlook for non-investment grade bonds?

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  Is Your Broker-Dealer a Screaming Eagle or a Box Wine?

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  May 22, 2013

  Whether you’re a high-end wine or a high-end broker-dealer with a cult following, it’s all about “the experience.”

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  The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?

  By Michael E. Kitces  |  May 22, 2013

  In the final post in a series, an exploration of what may be behind the CFP Board’s proposal to offer continuing education. Is it looking to compete with other planning associations?

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  The CFP Board’s CE Proposal: Real Strategies to Improve Continuing Ed

  By Michael E. Kitces  |  May 21, 2013

  In the second of a three-post series on the CFP Board’s proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Board’s proposal is rife with conflicts of interest.

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  Prenups Mean Nothing When Long-Term Care Is Needed

  By Romeo Raabe, LUTC, LTCP  |  May 21, 2013

  If a client is considering a later-in-life marriage, understand that prenuptial agreements can’t "hide" assets when it comes to a spouse’s need for LTC.

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  The Price of Everything: What’s the Value of Sound Advice?

  By Bob Clark, AdvisorOne  |  May 20, 2013

  The SEC Regulatory Accountability Act is yet another attempt by the securities industry to shift attention away from the consumer protections of requiring brokers to put the interests of their clients ahead of their own, by focusing solely on the “costs” of doing so.

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  Did Portability Kill the Credit Shelter Trust?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  May 20, 2013

  Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits.

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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.