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Gay and lesbian investors still not working with financial advisers

November 19, 2013

Despite the growing recognition of same-sex marriage in the United States and the considerable wealth these individuals hold, most gay and lesbian investors still are not working with financial advisers, according to a new poll released Tuesday....

Student creates business to aid “pre-planning” clients

November 18, 2013

Financial planning student Leah Manderson wanted to start helping clients and wasn’t willing to waste her financial intelligence answering the phones and doing back office work for advisers. She interviewed with three or four firms that offered...

I survived the CFP exam and oh, what a relief it is

November 18, 2013

Do you remember the old Speedy Alka-Seltzer TV commercials from the 1950s and 1960s? The tap-dancing wooden puppet's motto was “Oh, what a relief it is!” That is exactly how I feel after completing the two-day, 10-hour certified financial...

Illinois advisers find clients with homes devastated by weekend tornadoes

November 18, 2013

Financial advisers across the Midwest on Monday continued to reach out to clients who may have been caught in the destructive path of tornadoes that affected a dozen states Sunday and killed at least six people. In the hardest-hit areas, especially...

Solving the alternatives riddle

November 17, 2013

Alternative investments have never been as readily available to financial advisers as they are today. But for many, implementing the strategies in a portfolio may seem as daunting as solving a Rubik's Cube that has been deep fried in secret...

Make debt management a priority

November 17, 2013

It may not be as much fun as picking investments, but financial advisers could do their clients a whole lot of good if they started paying more attention to their debt levels. Three new reports document how consumer debt is crowding out retirement...

Three simple ways to make volatility your ally

November 15, 2013

None of us like market turbulence. Our clients deplore it and our employees can be frustrated with calls about it. But just like everything else in this world, there may be a positive in the midst of the negativity. Truth is, most of our clients...

Why RIA firms are hiring COOs to help them grow

November 15, 2013

Sue Thompson Managing Director, Blackrock

Social Security's 50 shades of gray

November 14, 2013

I have received a slew of questions lately asking how rules for Social Security retirement benefits and survivor benefits interact. “If a spouse who never worked begins her spousal benefits at 62, will her survivor benefit amount be forever...

Serve emerging clients with emerging planners

November 13, 2013

When it comes to the next generation, the financial planning profession has failed to solve two major issues: how to serve emerging clients effectively and profitably, and how to build career tracks that will set up emerging planners for success....

The 5 biggest estate planning mistakes - Estate planning oversights to avoid

November 13, 2013

Estate planning is about living, not dying, and keeping, at the very least, indirect control over the assets until the moment of death. But these five oversights can trip up any investor’s best intentions. Here’s what to avoid, according...

Hey, Schwab, here's how to increase the number of female advisers in your ranks

November 13, 2013

The Charles Schwab Corp. is looking for ways to boost the number of female financial advisers among its ranks after a survey found that 40% of its firms don't have a single woman advising clients. The solution is not something quick, easy or...

Outside pressure helps change CFP Board's mind on offering continuing-ed program

November 13, 2013

Pressure from groups representing investment advisers helped persuade the Certified Financial Planner Board of Standards Inc. to stay out of the continuing-education business. In announcing its decision Wednesday, the board said that it instead...

Serving the high-anxiety client

November 12, 2013

Stress and anxiety are at all-time highs among investors in the United States, which can make it difficult to work with clients who are overwhelmed by lurching from crisis to crisis. There are some things advisers can do to help stressed-out...

Don't expect a fiduciary proposal for retirement advisers until next spring, expert says

November 11, 2013

The earliest that the Labor Department is likely to propose a rule that would raise investment advice standards for retirement plan advisers is April or May 2014, according to a policy expert. The rule proposal apparently is just reaching DOL...

Promising new products that could enhance adviser productivity

November 11, 2013

On this week's broadcast, get up to speed on all the developments from the T3 Enterprise Conference, find out which portfolio rebalancing company just acquired a portfolio management software provider, and another CRM with a long history with...

SEC examiners 'are gunning for you'

November 11, 2013

Make no bones about it -- the Securities and Exchange Commission is “coming to get you," securities lawyer Thomas Giachetti told financial advisers at the Schwab Impact conference Monday. He used to be able to make many adviser exam issues...

States continue to claim their share through the estate tax

November 10, 2013

Thanks to a deal hammered out while the nation teetered at the edge of the fiscal cliff in December, a historically generous $5.25 million exemption now exists for federal estate taxes. However, residents of 19 states must still contend with...

The often-overlooked benefits of a trust protector

November 10, 2013

The use of trust protectors is likely to increase as financial advisers recognize their potential benefits. A standard feature in offshore asset protection trusts, they're found less frequently in the domestic variety but could be a smart move...

For advisers serving clients and country, the balancing act is tough

November 10, 2013

Texas financial adviser David Hollands jokes about losing “one client and one wife” while serving with the U.S. Army Reserves in Afghanistan in 2004 and 2005. His poignant punch line is, “I got the client back.” Mr. Hollands, like hundreds...

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