In my commentary last month, I talked about the “Insurance Gap” and how many advisors are missing a significant opportunity in their practice by not including insurance as an integral part of their client’s financial plan. This month, I’ll take ...

Advisors who work with 401(k) plans understand that plan sponsors consider a rising average deferral rate a sign of a successful plan. As the deferral rate increases, so do plan assets, creating a mutual benefit for both the advisor and sponsor...

Terms of proposed incomplete non-grantor trust approved

As someone who came into the investment business in 1980, I was immediately enamored by the logic of Sir John Templeton. He was the founder and portfolio manager during the first 40 years of the Templeton Growth Fund. During his tenure the fund...

This article originally appeared on LinkedIn, Aug. 4, 2014...

A number of advisors do not have their client's interests first and foremost on their minds

No document can handle every potential situation

Ladenburg Thalmann Financial Services (NYSE MKT: LTS) has acquired Highland Capital Brokerage, a wholesale life insurance brokerage based in Birmingham, Ala., for $42 million. The company says the acquisition will provide Ladenburg’s 2,800...

The 2012 American Taxpayer Relief Act may simplify planning for some couples, but with more options, also make it more complex