Welcome to the September edition of the Riskalyze FinTech Report Card, where we give a snapshot of the month's technology news for advisors, and judge the merits of said news with a quick thumbs up or thumbs down.
With Season 2 of Empire kicking off last week, we’ve decided to have some fun and offer 10 predictions of potential estate and succession planning issues that the inimitable Lyon family may face this year.
Jim Craig, the goalie on the "Miracle on Ice" 1980 U.S. Hockey Olympic team, shared tips at the FPA Conference in Boston on what he learned as part of that team, as well as his personal experiences working with financial advisors.
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More