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Prepping your firm for sale
Owners who want to sell must do their homework and put in the difficult effort to prepare for sale
Our inaugural 40 Under 40
Ladies and gentlemen, I present to you our inaugural class of 40 Under 40. In choosing the…
Money Milestone: Five questions to ask before buying a vacation home
More families are buying second houses as escapes, not as investments. One important question: Will the house still be a pleasure as you age?
What was NAPFA thinking?
Bert Whitehead's exit suggests NAPFA can't stand disagreement in its upper ranks
Momentum building on tax reform
As senators invite the public to contact them with ideas on tax reform, advisers should speak up
Little-used adjustment may bring big savings
There are many ways people are overpaying and leaving money on Medicare's table.
How firms document risk management and suitability practices needs to change
Advisers need scalable, standardized and easily supervised risk management systems in light of increased regulatory scrutiny
How to evaluate and cope with the people who make mistakes
For National Football League teams fighting for post-season positioning, every play seems important, every mistake magnified. Mistakes can be something everyone runs from or a catalyst for learning and growing. How do you handle them?
4 ways cash drags down investors’ portfolios
Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.
The big succession planning questions RIAs need to answer immediately
Determine the fate and future of your business before the regulators force you to do so
Get the conversation started on LinkedIn
Social media site offers many ways to get a real dialogue going with members of your network.
An important truth about the adviser-client relationship: Your clients own you
Clients are yours to lose, so provide good advice to your clients will stick around
Catch the impact investing wave now
It's surprising that most advisers remain agnostic about impact investing, even while client demand grows.
Heading to court, but which one?
Increasing transparency would go a long way in deflecting criticism that the SEC steers cases to its owns judges
The loudest shouldn’t speak for everyone
Time for advisers to tell industry groups pushing hard against a fiduciary rule that they're tired of the rhetoric — and that they're not acting in advisers' best interests.
401(k) challenge: Plugging plan leakage when workers change jobs
Improved 401(k) plan features have proven successful, but a big challenge remains: how to plug the leakage in plan assets when workers switch jobs.
2010 Roth conversions are now penalty-free
With the five-year period satisfied, many clients meet the requirements for qualified distributions
Due diligence in the age of flash crashes
The dominance of algorithms in trading means advisers need to re-evaluate their processes
Robo-adviser frenzy: Apocalypse or rerun?
What tax professionals' experience says about the future for financial advisers
To improve portfolio diversification, look to technology
Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.
