The latest in Financial Advisor research and tools that can help your practice.
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The feds may soon try to turn wealth advisors into snitches. But first the IRS is offering a deal if taxpayers come clean before Sept. 23, 2009. The world’s financial system is getting tied more tightly together — making it far more...
Philadelphia: "I'm overwhelmed! I feel there is so much that needs to change, but I don't know where to start," said Jerry with a groan. He then proceeded to pose a classic question: "Do you have any suggestions?"
Okay—so, you’ve sold your clients on the potential estate-tax benefit to be achieved with a qualified personal residence trust (QPRT). And you’ve explained that, with a married couple, the benefits can be even greater if each...
Immediate fixed annuities and deferred fixed annuities are finding a growing market in the wake of the financial market meltdown. It’s no wonder. Their guaranteed payout rates are more than 8 percent and 5 percent, respectively at a time...
In this brutal market, advisors generating less than $300,000 in annual revenue are taking payout cuts and being let go, as wirehouse firms seek to cut costs and improve efficiencies. But many of these advisors are finding homes at independent and...
Interns can be a black-hole for time and energy if not approached properly. Through practical experience--both coaching advisors and developing an intern program at the Oechsli Institute--we have developed five fairly simple steps to follow.
