Robin John is a man of faith. Religious faith, certainly. But perhaps more importantly to his investors, he has faith in companies that create value for their owners by—yes, we’ll say it—making the world a better place.
AARP’s Public Policy Institute has released a new report that highlights the growing importance of family caregivers that makes numerous policy recommendations in a number of categories. Here are 12 of the most interesting ones.
Banks are enacting a novel strategy in their attempts to retain younger clients—training camps for clients’ children on responsibly handling wealth, including how to purchase art. On its face, this strategy makes a lot of sense. But a little knowledge can be very dangerous.
In an interesting turn of events on Tuesday, Republican presidential candidate Rand Paul was named as one of seven plaintiffs in a suit against the Internal Revenue Service and the Treasury Department.
Here are a couple of useful resources that advisors should be aware of that can both help your clients and their families avoid sticky end-of-life situations, keep you in the estate planning loop and, potentially, act as nice value adds as well.
A federal district court judge ruled that the U.S. Department of Education can base its determination as to whether a student attending a for-profit college or vocational school is eligible for financial aid on past graduates' abilities to pay off their debts.
By linking the updating of an estate plan to certain inevitable life milestones (both positive and negative), advisors can ensure that their clients recognize the importance of keeping things up to date.
Married clients make compromises everyday—but they shouldn't have to when it comes to retirement planning. Many retirement income plans require clients to make difficult decisions today thay may limit their ability to adapt to their needs in the future....More
High-impact educational events should be focused on the needs and interests of clients. This webinar will teach successful and cost-effective ways to conduct client seminars, investment education meetings, and other workshops....More
Financially successful families often employ domestic staff to make their busy lives easier to manage, but they can inadvertently achieve the opposite if they do not follow proper employment methods....More
As you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns....More
As plan sponsors become more attuned to the importance of retirement readiness, there is an increasing focus on finding ways to leverage plan design to help participants get the best possible retirement outcomes....More