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Twitter evolving; you should, too
Emphasizing visual content will help improve user experience and further drive engagement.
Foreign dividends can be a minefield
As dividends cross borders, complications arise. In my February column, I mentioned how shareholders of foreign corporations are…
Taking a closer look at tax reform
House Ways and Means Committee Chairman Dave Camp, R-Mich., has proposed sweeping changes to the Internal Revenue Code.
What clients want: Transparency
Financial professionals must find better ways to let clients know why they charge what they do in fees, and why they're worth it.
Why income inequality doesn’t matter
The rational case for focusing not on the wealth divide, but on our ability to provide decent opportunities and minimum security for all.
Adapt investment strategies to pay for long-term care
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
Tackle those social-media faux pas
With more financial advisers diving in and compliance reins beginning to loosen, the financial industry is starting to…
Out-of-state trusts may lose appeal
New York alters rules to stop taxpayers from avoiding state taxes by setting up trusts elsewhere.
9 steps to protect your financial future after a divorce
Gray divorce and its financial implications: The rising number of splits later in life means that untangling the assets is more complicated
Finra right to watch indexed annuities
While there is no evidence yet that broker-dealers are taking advantage of investors, the potential for harm remains.
In this Finra program, the eyes have it
A new initiative has the regulator looking at private placements more closely and in real time.
Too much of a good thing
Don't get too caught up in the good times while nontraded REITs are extremely lucrative and lose sight of proper client allocations.
Don’t let Gen Xers push you around
Their fear of being "taken" makes them prone to trying to usurp your job as the professional
How ‘competitive collaboration’ is shaping the future of the advice business
More than a dozen top advisor technology companies compare notes, share their vision for RIAs at TD Ameritrade Institutional's 5th annual Veo Open AccessTechnology Summit.
Industry group blasts editorial about nontraded REITs
Plus, another editorial on requiring broker background checks raises new questions.
This guy makes high-speed trading even speedier
CEO of Anova Technologies uses high-frequency radio wave technology that travels twice as fast as fiber optic to connect Chicago and New York.
Age gap can thwart couples’ Social Security-claiming strategies
Financial advisers may need to consider other income options.
TD Ameritrade Tech Summit: Identifying the industry’s ‘game-changers’
At TD Ameritrade's fifth annual forum of top tech thinkers and leaders, innovators and innovations are identified for changing the future of the wealth management business.
A better TIC?
Newfangled private placements called DSTs offer some improvements to TICs, many of which backfired during the financial crisis, but DSTs still carry high costs and are illiquid. Bruce Kelly has the story.
A report that just gets more special
Another year, another Top Independent Broker-Dealers report. Now in its 13th year, this is one of those…
