Wealth Planning http://wealthmanagement.com/taxonomy/term/6599/more en Build Portfolios That Beat Robo Performance http://wealthmanagement.com/build-portfolios-beat-robo-performance <div class="node-body link-body"><p>You'll discover the ways ETFs allow you to construct more nimble and unique portfolios for your clients, based on a sector approach to the market. Marc Chaikin, creator of Chaikin Money Flow, demonstrates how to find trends in equity sectors—and use ETFs to construct strong client portfolios.</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/Chaikin_595.jpg?1462386805" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> No </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/build-portfolios-beat-robo-performance" target="_blank">read more</a></p> Webinars Wealth Planning Tue, 17 May 2016 20:15:00 +0000 1173091 at http://wealthmanagement.com New rules for spousal Social Security benefits http://wealthmanagement.com/social-security/new-rules-spousal-social-security-benefits <div class="node-body article-body">How changes to Social Security claiming rules affect advisors and clients.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/social-security/new-rules-spousal-social-security-benefits" target="_blank">read more</a></p> http://wealthmanagement.com/social-security/new-rules-spousal-social-security-benefits#comments Social Security Thu, 05 May 2016 18:34:00 +0000 1176431 at http://wealthmanagement.com Ten Questions Advisors Should Ask When Hiring an Estate Planning Attorney http://wealthmanagement.com/estate-planning/ten-questions-advisors-should-ask-when-hiring-estate-planning-attorney <div class="node-body gallery-body">When evaluating possible estate planning counsel, an advisor should consider these ten questions.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/ten-questions-advisors-should-ask-when-hiring-estate-planning-attorney" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/ten-questions-advisors-should-ask-when-hiring-estate-planning-attorney#comments Business Planning Estate Planning Practice Management Thu, 05 May 2016 16:37:00 +0000 1176441 at http://wealthmanagement.com Social Security Adminstration Clears Up Same-Sex Marriage Penalty http://wealthmanagement.com/retirement-planning/social-security-adminstration-clears-same-sex-marriage-penalty <div class="node-body article-body">The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/social-security-adminstration-clears-same-sex-marriage-penalty" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/social-security-adminstration-clears-same-sex-marriage-penalty#comments High Net Worth Retirement Planning Public Wed, 04 May 2016 19:36:00 +0000 1175361 at http://wealthmanagement.com Jamie Rector/Getty Images Berlau: Why the DOL Rule Is Bad for Small Savers http://wealthmanagement.com/commentary/berlau-why-dol-rule-bad-small-savers <div class="field-byline"> John Berlau </div> <div class="node-body article-body">The fiduciary rule could curtail alternative assets in retirement accounts.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/berlau-why-dol-rule-bad-small-savers" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/berlau-why-dol-rule-bad-small-savers#comments Industry Commentary Retirement Planning Wed, 04 May 2016 09:10:00 +0000 1167021 at http://wealthmanagement.com <p>John Berlau</p> Art Collectors Under Scrutiny in New York Tax Probe http://wealthmanagement.com/high-net-worth/art-collectors-under-scrutiny-new-york-tax-probe <div class="field-byline"> Rebecca Spalding and Katya Kazakina </div> <div class="node-body article-body">Art collectors and art executives are in the cross hairs for tax avoidance.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/art-collectors-under-scrutiny-new-york-tax-probe" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/art-collectors-under-scrutiny-new-york-tax-probe#comments Taxes High Net Worth Tue, 03 May 2016 17:53:00 +0000 1174051 at http://wealthmanagement.com Super Rich Were First to Bail When Lehman Collapse Ripped Stocks http://wealthmanagement.com/high-net-worth/super-rich-were-first-bail-when-lehman-collapse-ripped-stocks <div class="field-byline"> Joseph Ciolli </div> <div class="node-body article-body">When the going gets rough, the 1 percent start selling.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/super-rich-were-first-bail-when-lehman-collapse-ripped-stocks" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/super-rich-were-first-bail-when-lehman-collapse-ripped-stocks#comments Equities High Net Worth Tue, 03 May 2016 14:17:00 +0000 1173821 at http://wealthmanagement.com Copyright Chris Hondros, Getty Images Weissbluth: A Watered-Down Fiduciary http://wealthmanagement.com/commentary/weissbluth-watered-down-fiduciary <div class="field-deck"> What will become of the financial industry’s strongest indicator of integrity? </div> <div class="node-body article-body">What will become of the financial industry’s strongest indicator of integrity?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/weissbluth-watered-down-fiduciary" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/weissbluth-watered-down-fiduciary#comments Industry Commentary Retirement Planning Tue, 03 May 2016 09:05:00 +0000 1166071 at http://wealthmanagement.com Morningstar Launches New Client Portal http://wealthmanagement.com/blog/morningstar-launches-new-client-portal <div class="node-body blog-body">Morningstar launches customizable client portal, kids get into the act at Berkshire Hathaway annual meeting and U.S. pastors feeling financial hardship.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/morningstar-launches-new-client-portal" target="_blank">read more</a></p> http://wealthmanagement.com/blog/morningstar-launches-new-client-portal#comments Industry Technology Blogs Client Relations Retirement Planning The Daily Brief Tue, 03 May 2016 09:00:00 +0000 1173081 at http://wealthmanagement.com Roper: Middle-Income Savers Big Winners From DOL Conflict Rule http://wealthmanagement.com/commentary/roper-middle-income-savers-big-winners-dol-conflict-rule <div class="field-byline"> Barbara Roper </div> <div class="node-body article-body">The big winners of the DOL’s conflict of interest rule were middle-class workers and retirees who’ve managed to set aside modest savings to fund a secure and independent retirement.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/commentary/roper-middle-income-savers-big-winners-dol-conflict-rule" target="_blank">read more</a></p> http://wealthmanagement.com/commentary/roper-middle-income-savers-big-winners-dol-conflict-rule#comments Industry Commentary Retirement Planning Tue, 03 May 2016 09:00:00 +0000 1164931 at http://wealthmanagement.com <p>Barbara Roper</p>