The latest in Financial Advisor research and tools that can help your practice.
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Should your clients buy life insurance for their kids? It may sound like a crazy question, but it’s not. Due to a child’s long life expectancy, the premiums are cheap. Underwriting is simplified and expedited. There is always a chance...
Now that the markets are up approximately 75 percent from their crisis low, a lot of veterans are echoing the opinion of Hugh's senior partner. They've seen it all, been through serious ups and downs in the markets, heard rationale for advisors...
Here are two facts that should scare any financial advisor: First, over 90 percent of heirs change advisors promptly upon receiving their inheritance. Second, 70 percent of those heir families lose their assets and family cohesion after receiving...
Times are tough for branch managers. And, like many people facing challenges, there’s often much to be gained by the support of your peers (hence, the existence of this newsletter).
A sole proprietor of an RIA who caters to an unusual niche—law enforcement professionals—is toying with the idea of selling his business. But he’s flummoxed about just how to value his idiosyncratic practice and the best way to...
When it comes to changing jobs, transferring the licenses you hold to your new firm is typically a seamless task. Indeed, if you have a clean regulatory history, the transfer can typically be done electronically
Foundations hold a commanding share of donated wealth in America, but a less well-known vehicle for funding charitable causes is growing rapidly in popularity: donor advised funds.
