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Registered Rep.
October 4, 2013
Stan Luxenberg |
Getting Yield in Short Duration Bonds Should you shift all your bond allocation to shorter issues? Probably not. Over long periods, intermediate bonds have outdone short-term issues by wide margins.   |
Financial Planning
October 1, 2013
John J. Bowen, Jr. |
Help Your Clients Protect Their Wealth How well are you helping clients protect their wealth? These ideas can help you refine your approach and set yourself apart. |
Financial Planning
October 1, 2013
Bob Veres |
Wish List: 27 Changes That Would Help Advisors In which we make a few modest requests for the health of the profession as well as the financial services industry. |
Financial Planning
October 1, 2013
Scott Wenger |
Editor's Note: How Advisors Build Knowledge As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader. |
Financial Planning
October 1, 2013
Martin Shenkman |
New Flexibility for Bypass Trusts Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants. |
Financial Planning
October 1, 2013
Miriam Rozen |
How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup. |
Financial Planning
October 1, 2013
William Atkinson |
Find a Payoff From Low-Net-Worth Clients Sometimes working with low-net-worth clients can provide unexpected benefits. |
Financial Planning
October 1, 2013
Donald Jay Korn |
Time for Advisors to Revisit HELOCs? In low-yield times, lines of credit offer tempting interest rates, tax benefits and a backup plan for emergencies. |
Financial Planning
October 1, 2013
Allan S. Roth |
Tell Clients: Time to Pay Off the Mortgage The move could offer a simple way to cut risk and boost returns, but many advisors don t see it that way. Here's why they should. |
Financial Planning
October 1, 2013 |
Influencer Awards: See the Winners Our seven honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year s winners. |
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