Marriage confers big financial advantages to those who pursue wealth. Married couples have an edge when it comes to income, taxes, Social Security, inheritance, home ownership, dozens of other state and federal benefits, and even physical health. To better advise married couples, advisors should be informed.
Is there a financial advisor who does not recommend that clients establish and maintain budgets? Yet surveys show that it’s not easy for clients to start new habits or break old ones. To encourage better budgeting, FAs need better statistics.
In compiling this list of 10 books of particular interest to finance professionals, there are some titles that couldn’t be ignored. But for the most part, we searched far afield to find lesser-known works that offer fresh comment on the mysteries of finance, leadership and customer service.
Now that active and passive strategies have learned to co-exist, investors need to know which active approaches truly deliver what is promised. Metrics like active share have become even more important, given the proliferation of strategies available....More
The following words may pop into your head when you think about life settlements: Confusing. Privacy concerns. Questionably legal. Unregulated. Or just plain creepy. Some of these ideas about life settlements stem from real concerns, while others are based on misconceptions or outdated information....More
Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More