Private Derivatives Contracts

Feb 24, 2016

Not just for fund managers

Seven Important 2016 Tax Deadlines

Feb 24, 2016

Be prepared.

Get Paid to Invest

Feb 23, 2016

Cash and carry. | Purestock/Thinkstock Some ETFs deliver more than the return of their underlying index, even after fees are taken into account, writes Tom Lydon of ETFTrends.com. Where does the extra cash come from? ETFs can lend out as much ...

Grow Your Retirement Plan Business

Feb 23, 2016

That’s true for the economy. Every day you can read articles with ideas about how to improve American productivity. It’s also true for your retirement plan business, except that there aren’t a lot of resources to help you. So...

The New Retirement Reality

Feb 23, 2016

When it comes to employer-sponsored retirement plans, defined contribution (DC) is the new retirement reality for the majority of workers today—with more than 88 million Americans now covered by DC plans. And, DC plans are a good fit for...

Seven Creative Ways to Handle Cremated Remains

Feb 22, 2016

Turning cremated remains into ocean reefs, shotgun shells and vinyl records? These companies may seem odd, but for advisors helping less traditional clients plan final farewells for themselves or others, options like this can help...

Deductibility of Investment Advisory Expenses: An Overview

Feb 22, 2016

The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution, and is further complicated by new rules for corporate fiduciaries. In this article, the first in a series, we briefly set forth the...

Ball Games

Feb 22, 2016

A baseball signed by Bill Clinton is worth $850. | Copyright Scott Wachter, Getty Images Among sports memorabilia, a baseball signed by one of the presidents of the United States has become quite the valuable niche, with some autographed b...

Preparing a Family Business for Transition

Feb 22, 2016

Improper succession planning can ruin decades of hard work.