Contributor Scott Simon argues that nothing has changed for the better as a result of Regulation Best Interest.
Advisors can play the "quarterback" role in helping clients manage and implement their digital estate plans once a legal estate plan is in place.
Michael Pompian shares some strategies for overcoming this behavioral investor type's biases.
Contributor Natalie Choate examines how some self-employed workers can make the most of Roth savings later in life.
Regulation Best Interest is a gift to the brokerage industry, says contributor Scott Simon.
Telling your clients how you protect their data is not only important, it can help build trust and enhance your client relationships—and there's a good chance it will differentiate your firm from others who aren't raising this issue.
Contributor Ben Brown reviews some of the tools that advisors can use to edit the predominant file format.
Michael Pompian outlines the case of an aggressive investor with sizable near- and long-term goals.
Contributor Natalie Choate discusses a little-known--but low-tax--savings strategy.
Contributor Scott Simon illustrates how reducing this risk can damp portfolio volatility and improve investor outcomes.