Table of Contents

Issue Date: November 30, 2015


Fixed-indexed annuities soar in popularity

By Greg Iacurci

Since 2011, their sales growth has eclipsed variable annuities. What's causing their meteoric rise?

Where to begin when planning for clients' 2015 taxes

By Jeff Benjamin

Start with investments, but don't forget the overall impact on portfolios and financial plans

Don't let taxes drive charitable giving

By Greg Iacurci

Charitable giving should stem from clients, not just year-end tax-efficiency strategies


How advisers can close the industry's gender pay gap

Be aware that many women in your firm can do the jobs above those they're currently in, but might not recognize it.

Consider yourself warned on message archiving

Firms may have to spend more money and more management time upgrading their archiving systems

Other Voices

Fiduciary Corner

Practice Management

News for Financial Advisers

The Tax-Conscious Adviser