For the past few years, Mark Kemp has offered low-cost income-tax preparation services to the mostly middle-income clientele of his Plymouth Meeting, Pa., advisory firm. Now, with his tax specialist about to go on medical leave, he's not sure how...
Long-term care is not an easy thing to talk about with aging clients. In fact, most folks would rather contemplate their deaths than illness or infirmity in old age. But just because they don't want to talk about long-term care doesn't mean your...
Takeover bait. It's a description most regional brokerage firms have become accustomed to and for good reason. Several have been gobbled up over the years, of course. And, truth be told, there is probably many a midsized broker/dealer who wouldn't...
Exactly 30 years ago, Merrill Lynch launched the first CMA (Cash Management Account). The revolutionary new product combined an investment account, a transaction account (that pays interest on balances through automatic sweep), a debit card, and a...
Moshe Milevsky, professor of Finance at York University Canada, is a widely recognized innovator in the field of retirement-income planning, insurance and pensions. Milevsky has been instrumental in developing the personal longevity insurance...
The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of