A crisis that seems to never end can be nerve-wracking even for the best of us, but much more so for those who fail to take deliberate "crisis control" action. Financial advisors should view the recent events (Greece, 1,000-point swings, Goldman...
Asking for referrals—and getting them—can be as natural as any other part of your business m.o. But it can’t be an after-thought. It requires a well thought out, soup-to-nuts strategy, one that makes you—and your clients&...
As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.
Over the past couple of months, the “fiduciary v. suitability” issue has been cropping up more frequently in my conversations with advisors. Many independent-minded advisors from the large firms are wondering if they should “hit...
A sophisticated tool for evaluating Roth IRA conversions
