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Angie Herbers: The 2013 IA 25 Extended Profile
Angie Herbers has been working with financial advisors for over a decade and has been writing for this magazine for almost as long. -
Top 30 Colleges for Highest Starting Salaries
Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs. -
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?
Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed... -
Better Employee-Benefits Communication Means Happier Workers
Employers are “embracing benefits planning and combining traditional benefits communication with financial planning to help employees,” Liz Davidson, CEO and founder of Financial Finesse, said... - View All News »
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- SEC, FINRA Enforcement Roundup: Father, Son Charged in Cherry-Picking Scheme
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Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
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Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
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Blogs
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Mike Patton
Lessons From Losing a Client
Recently, I lost what I thought was a good client. In this post, I'll explain why and share the lesson I learned.
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Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.
Did Portability Kill the Credit Shelter Trust?
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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Michael E. Kitces
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing Ed
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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