It’s almost a mantra of financial planning: Defer taxes on investments whenever you can, for as long as possible. The conventional wisdom is so ingrained that if you suggest clients accelerate taxes owed on 401(k)s and IRAs, you’ll...
When it comes to wishing clients a happy holiday, many advisors may opt for a simple handwritten note. Why not send a message your clients will use—and think of you as they do? Consider an app tailored to a client’s interests, a song...
Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life, a recent survey by the Certified Financial Planner Board of Sta...
Think you’re smart? Take this business and finance news quiz.
The answers are at the end. No peeking.
For more of this month's Puzzler, check out Part 1.
The quest for higher yields has put a spotlight on once-obscure vehicles called Master Limited Partnerships (MLPs). A distinctive business and tax structure has led these publicly traded partnerships to pay investors average yields of about 5 per...
REP. magazine, formerly Registered Rep., has been a leader in putting together lists of wirehouse and independent advisors and broker/dealers for decades. But this is the first time we’re putting all our annual rankings in one “Best of...
