Focus on three critical areas to help your clients improve the transition period for the next generation

Your clients shouldn’t be jumping for joy or buying you a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should, instead, give you the boot, says wealth advisor Ed Butowsky, writing on TheBlaze.com. Advisors whose cli...

A recent private letter ruling finds certain unrelated business income is exempt from taxes

An update on the state of global wealth planning and reporting

The excess earnings test may be a hidden trap

“You Don’t Get a Second Chance to Make a First Impression...”

CNBC has not been the same ever since Maria Bartiromo left for Fox. | Copyright Mario Tama, Getty Images The financial TV news channel CNBC had one of its worst years on record in 2014, all while the stock markets continued to hit all-time h...

Lee Walters/iStock/Thinkstock The public doesn't trust the financial services industry, according to the CFA Institute's 2015 Global Market Sentiment Survey, and the industry is blaming itself for it. According to the survey, 63 percent of p...

Life insurance industry innovations, trends and pitfalls that advisors should heed in the New Year

Two board members weigh in on Monday’s presentations