Aug 08, 2016

Breaking through commoditization by selling what clients find most valuable

Trump Said to Propose Moratorium on New Financial Regulations

Aug 08, 2016

(Bloomberg) -- Donald Trump will propose a temporary moratorium on new financial regulations in an economic speech Monday in Detroit in an effort to draw a stark contrast with the domestic policies of Hillary Clinton, who he says &ldquo...

Eight Red Flags That Your Clients' Estate Plans Are Out of Whack

Aug 05, 2016

This article is courtesy of WealthCounsel, a community of over 4,000 trusts and estates attorneys with a common goal to practice excellence. To learn more, visit wealthcounsel.com.

MetLife to Reduce Costs 11%, Cut Jobs as Rates Hurt Returns

Aug 05, 2016

(Bloomberg) -- MetLife Inc., the largest U.S. life insurer, plans to cut expenses by 11 percent as low interest rates squeeze investment income...

Ultra Rich Embrace Social Media for Information, Not Advisor Contact

Aug 05, 2016

Social media and mobile technology have become simple facts of life for the vast majority of Americans; wealthy clients are no different. They like Facebook and increasingly want to watch online financial videos. What they don’t seem to want to d...

'Co-Fiduciary' Could Make DC Plan Sponsors 'Co-Defendants'

Aug 03, 2016

What You Don’t Know Can Hurt You ...

These Young Savers Have Big, Fat 401(k)s

Aug 03, 2016

(Bloomberg) -- Among the 14.2 million workers with retirement savings in plans administered by Fidelity Investments is a small but impressive group of 19- to 35-year-olds. These 35,000 millennial savers have been in the same employer's 401(k) ...

Treasury Issues Broad Proposed Section 2704 Regulations

Aug 03, 2016

If adopted, they would curb minority discounts.