INTV

Ed Slott: Tax strategies to help clients take advantage of market declines

July 24, 2017 | Runtime: 3:33

When the markets decline or are volatile, it is an opportunity to put a few retirement savings strategies to work, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.

Stephanie Bogan: What's really holding advisers back from achieving their goals

July 24, 2017 | Runtime: 3:38

The only thing holding financial advisers back from accomplishing what they want is the assumptions they're making, according to Stephanie Bogan, founder of Educe Inc.

Women's retirement needs and the opportunity they present for advisers

July 21, 2017 | Runtime: 2:45

Assistant managing editor Lorie Konish speaks with contributing editor Mary Beth Franklin about the unique planning considerations for women as they prepare for income needs later in life.

Compensation changes at broker-dealers

July 14, 2017 | Runtime: 3:56

Senior columnist Bruce Kelly and deputy editor Bob Hordt discuss pay changes underway at firms such as LPL and Raymond James, in some cases related to the DOL fiduciary rule.

Schwab's Jon Beatty: How independent firms are winning high-net-worth clients

July 14, 2017 | Runtime: 2:18

Independent advisers have a distinct advantage when it comes to acquiring new clients, according to Schwab's latest RIA Benchmarking Study. Jon Beatty, senior vice president at Schwab Advisor Services, discusses the findings.

Stephanie Bogan: How financial advisers can achieve more by reframing their realities

July 10, 2017 | Runtime: 5:01

By revaluating the choices they make and the outcomes that result from them, financial advisers can make sure they're properly serving those most important to them — their clients, according to Stephanie Bogan, founder of Educe Inc.

State Street's Brie Williams: How financial advisers can protect clients with cognitive decline

July 07, 2017 | Runtime: 2:46

Advisers need to take note of changes in their clients’ behaviors as they age, and help protect them from unnecessary financial fraud or loss, according to Brie Williams, head of practice management at State Street Global Advisors.

Ed Slott: When to name a trust as an IRA beneficiary

July 07, 2017 | Runtime: 3:22

If your client has a large IRA or plans to leave their money to someone who is incapable of managing it, they may want to consider naming a trust as their beneficiary, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.

What financial advisers think of new smart-beta strategies in target-date funds

July 07, 2017 | Runtime: 3:10

Money managers are warming to smart-beta strategies with the hope that they will help boost target-date funds' performance. But are financial advisers embracing this new trend?

Stephanie Bogan: The first thing you need to do to change the outcome you achieve

July 06, 2017 | Runtime: 3:41

As an entrepreneur or executive, you need to ask yourself what three things you love to do that enhance your business in positive ways, according to Stephanie Bogan, founder of Educe Inc.

 
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