Back in the day, being an institutional consultant was cool. Retail advisor? Ha, that was crawling on your belly. Well, today, the institutional pension plan is essentially dead (or, put another way, no business is going to go out and create a new...

Clients are bombarding you with cost-basis questions. There's a steady stream of new directives from It's becoming impossible to find a couple hours a day to figure out the office's NCAA pool. But it might behoove you to put down the brackets and...

Want to goose your revenues? Of course you do. But how? For an increasing number of advisors, one solution is targeting small companies' 401(k) plans. There are a host of services you can provide, anything from setting up the plan and choosing the...

Christopher R. Hoyt, professor of law at the University of Missouri-Kansas City Law School, and Bruce D. Steiner, attorney in the New York office of Kleinberg, Kaplan, Wolff & Cohen, P.C., give us this lowdown on Notice 2007-5, 2007-5 IRB 1. With...

Carolyn DeVore of Pullman & Comley, LLC, in Westport, Conn., reports: The United States and France ratified significant protocols to their income tax and estate tax treaties on Dec. 21, 2006. The income tax protocol allows a U.S. citizen working...

Relationships among aging seniors can bring great joy - or grave financial risk

For those of us interested in retirement benefits and who isn't? there was a lot of change in 2006, including the enactment of the Tax Increase Prevention and Reconciliation Act (TIPRA) and the Pension Protection Act (PPA); the issuance of a key...

Now that Democrats have swept into Congress, what does this mean for your high-net-worth clients? It’s hard to say, but if the party’s six-point agenda is any indication (which called for everything from “better American jobs and...

Preparing your clients for retirement may mean helping them prepare their parents too.

Many older clients still have mortgages. How to advise them on whether to retire this debt