Displaying 4297 results
Automating better compliance to meet new SEC requirements
Here's how to meet the regulator's cybersecurity demands to protect your client's data
Tax season is over, but IRA fixes can still be made
Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year
How will Medicare coverage travel with clients this summer?
Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.
How gamification can help get clients to plan for retirement
People are more apt to change their behaviors when they are engaged in fun, achievement-oriented tasks with established rewards.
A 3-phase approach to making social media work for you
Diving into social media without the right strategy could do you more harm than good.
Women bring value to corporate boards
Judging by the evidence, adding women to all boards would improve U.S. corporate performance
Stepping up protection for the elderly
As the elderly population grows, it's incumbent on advisers and brokers to put those clients' best interests ahead of their own.
Conflicts aren’t all bad for investors
DOL, swayed by more flexible "best interests' standard, would allow variable compensation
Take advantage of ‘tax alpha’
Be cognizant of the tax treatment of investments and where they should be held.
Retirement, ready or not
Clients depending on their ability to work beyond normal retirement age should think twice.
Killing the clock on fiduciary proposal
Industry reaction seeking more time smacks of foot-dragging, possibly in the hope that the proposal could be delayed, which does not serve investors well
COBRA considerations when Medicare-eligible
Clients may not realize the need to combine them
Look past the battles breaking out between robos
Humans should not try to mimic machines that compete on price
Are newsletters worth the time and effort?
Whether to use 'canned' products, do it yourself or combine the two into a hybrid.
Friends are OK, as we cruise toward retirement
Author conducts her own focus group among peers.
Fund managers need to flex voting muscles to force boards to appoint more women
A compelling body of research suggests that where women have greater representation on boards, companies simply perform better.
4 ways to keep clients’ portfolios from getting taxed to death
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
Agencies need better handle on shady trades
Markets remain vulnerable to manipulation by clever traders with computer skills
DOL fiduciary rule fails by only focusing on fees and expenses
Fees and expenses matter, but in a procedurally prudent investment process, their management should account for less than 10% of a fiduciary's total efforts
Social Security closes claiming loophole for people with disabilities
A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.
