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Clients may need hand-holding this tax season
The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance
How to get off to a prosperous start on social media in 2015
Use social media to ensure you're tapping your network to its fullest potential this year
Closed-end funds can offer opportunities, but they come with risks
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
Put your plan in place today
There's no reason for advisers to put off making continuity and succession plans, especially now that regulators are taking notice.
Obama’s tax proposals fall short
Some of the president's tax plans likely will give nightmares to the clients of financial advisers.
The watershed moment for lifetime income
Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.
A recipe for future retirement security
Early financial literacy training is key.
MetLife’s challenge a plus, win or lose
Win or lose, Met-Life’s decision to challenge its designation as a systemically import- ant financial institution by the…
Persuading clients to defer enough salary
Key is to be realistic when trying to get clients to save more for retirement.
Monitoring investments doesn’t end
Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs
A chance to help one of your brothers
Adviser John Hyland dedicated himself to raising funds for acute myeloid leukemia after his aunt died from it. Now he needs your help to battle it himself.
New cost-basis rules for options
Problems can arise because of a gap between tax laws and what a broker must report to clients.
Goodbye, Tommy Belesis. We won’t miss you.
The rise and fall of the notorious owner and CEO of the defunct independent broker-dealer John Thomas Financial is now complete, and senior columnist Bruce Kelly says the industry won't miss him.
2015 resolution: Avoid 60-day rollovers
Strict new rules on IRA fund transfers are now in effect, and breaking them can be costly.
How cost-of-living adjustments change Social Security benefits this year
Retiree benefits increase and so do taxes for high-income workers.
Catch and ride the next wave in financial advice
Clients expect their advisers to use technology to make their lives easier
Why security in retirement is often luck of the draw
Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.
Buy on bad news
Current slump in oil might mean clients with long-term horizons could consider adding the oil sector to their portfolios.
Regulators can’t keep up with change
Cheers to the new year and another chance for us to get it right.” That quote, while attributable…
It’s time for transparency at the CFP Board
Should be a transparent protocol for planners to follow when they disagree with the board's judgments.
