Updated Thursday, May 28, 2015 as of 4:13 PM ET

Gifting Assets? 4 Questions to Help Clients Decide

Tracy Craig
May 27, 2015

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

3 Things Clients Get Wrong on Social Security

Paul Norr
May 26, 2015

Benefits grow approximately 8% for each year between 62 and 70 that clients delay filing for Social Security, and future benefits will include cost of living increases. So why aren't clients taking advantage?

4 Ways to Be a Better Leader

Steve Sanduski
May 21, 2015

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.

The Downside of Passively Managed Funds

Samuel Baldwin
May 7, 2015

Commentary: There are certain areas of an asset allocation where there is real danger to blindly investing in passive investments.

$1 Billion Is Not Your Magic Number

Matthew Cooper
May 7, 2015

If you're pinning your success to an arbitrary AUM level, you've got a problem. Here's what firms seeking long-term success should concentrate on instead.

How to Avoid the Retirement Tax Cliff

Lena Rizkallah
May 4, 2015

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Smart Tool for Understanding Clients' Money Habits

Carolyn McClanahan
April 24, 2015

Besides better plans, the personal financial portal of our planning software offers a number of benefits for clients.

How Rich Millennials Will Reshape Wealth Management

David Thompson
April 6, 2015

The newest generation of up-and-coming investors will cause a paradigm shift in the development and delivery of services and products to meet their unique needs. Is your firm ready?

5 Estate Planning Essentials for Newlyweds

Tracy Craig
March 23, 2015

Once the ink on the marriage license is dry, couples should make a series of moves to protect both themselves and their finances.

Smart Way to Spot Last-Minute Tax Issues

Robert Gordon
March 17, 2015

How advisors can use 1099s to help address investment reporting issues that clients may have overlooked.

How Branches Can Help Small Banks Bridge the Generation Gap

Dave Martin
March 3, 2015

Banks have to invest in mobile technology in order to keep up with millennials. But bankers also need opportunities to rub shoulders with young customers — and small, conveniently-situated branches give them an opportunity to do so.

Real Reason Brokers Oppose a Fiduciary Standard

Paula Dwyer
February 27, 2015

Industry trade groups argue that a fiduciary rule would make investment advice and retirement planning too expensive for low- to middle-income families. Here's what they really mean, according to Bloomberg View columnist Paula Dwyer.

To Help Clients Teach Heirs, Try a 'Foundation Lite'

Kyle Brownlee
February 26, 2015

A broad range of investors who have never thought about a family foundation can use donor-advised funds to pass on core values to heirs as part of their estate planning

Make No Mistake, Your Bank Can Be Disrupted (Just Ask Coca-Cola)

Karen Shaw Petrou
February 20, 2015

Banks' business models are even more vulnerable to a massive shakeup than industry behemoths like McDonald’s and Coca-Cola. The industry will be redefined by technological change and shifting consumer preferences, as well as by regulations that limit the sector's adaptability.

How to Diversify the Financial Industry

Maureen Adolf and Jennifer Openshaw
January 30, 2015

If financial firms are serious about incorporating gender and ethnic diversity into their leadership teams, they need to encourage women to apply for promotions and implement more flexible work schedules.


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