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Take time to re-examine engagement
Don't assume you know how your team members feel about their jobs. Great businesses measure team engagement
Clearing up adviser confusion on the new once-per-year IRA rollover rule
Here are answers to common adviser questions on the new IRA rollover rule
Warren vs. White: The tone is unfair
There are better ways for Sen. Warren to handle her frustrations with Mary Jo White's management of the SEC
Why investing in local, SEO-driven adviser websites is the new priority
Advisers in local communities gain trust as they grow their client base and, in doing so, also enhance the firm's brand.
Thinking like a retiree is quite different than thinking like an investor
Retirement income planning is now established as a vital component of financial planning.
Time for RIAs to break out of the cottage industry mold
Tips on creating a real business to attract more clients and employees
Time to get in gear on longevity annuities
There's a lot to be done to reach the full potential of QLACs
A Social Security benefit is a terrible thing to waste
Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.
Use charitable giving to offset bull market gains
Year-end donations can help mitigate next year's tax bite.
Some people donate for love, others for money, says research
Charities may be able to use these insights into the reasons that different people give.
Big change coming soon for high income Medicare beneficiaries
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare
What good is an ad if no one sees it?
Finra's ad campaign is unlikely to significantly raise consumer awareness of BrokerCheck.
Making the most of Facebook for your advisory practice
Establishing your presence on the site is the first step in making the platform work for you.
Digital services must adhere to core fiduciary principles
Advisers should step back from the current industry fixation on digital portfolio management capabilities to think about what investors may find most useful.
Sometimes life happens
Yes, retirement is important, but so are other financial goals
Is JPMorgan too big to manage?
Stream of scandals, most suggesting failure of oversight by its management, raises the issue
Duty to retirement plans expanded
Advisers need to be aware of a Supreme Court decision in a major 401(k) fee case's implications for their plan advisory work
From elder planning to implementation
Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement
A chance for change at the SEC
Pending departure of two commissioners brings up the prospect of transformation at the agency
The case for Roth IRA conversions for high-income investors
Paying tax now on today's balance may be preferable to paying future tax on a much larger sum, year after year.
