A new curve in the fiduciary road: What the Fifth Circuit Court of Appeals’ decision may mean for advisors

Curve in road, signifying change to DOL fiduciary rule

The Fifth Circuit Court of Appeals’ decision essentially wipes the Fiduciary Rule off the books. But, that doesn’t mean everything returns to the way it was before the Rule.

March 19, 2018 Categories: The Art of Advising

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Calculator and pen, signifying preparation of taxes

The Tax Cuts and Jobs Act: 3 Months On

With Tax Day fast approaching, clients may ask how the tax changes will impact their portfolios. This FAQ is designed to help you be prepared.

Mar 15, 2018 Categories: Portfolio Corner, Tax Talk

High-value clients and the asymmetrical nature of advisor math

Gaining high-value clients requires hard work and a disciplined process. Cleaning up a book to create capacity is part of that.

Mar 1, 2018 Categories: The Science of Advising

Putting market pullbacks and “worst” market days in perspective for rattled or complacent clients

Help calm client nerves by putting the recent uptick in U.S. stock market volatility into perspective.

Feb 27, 2018 Categories: Portfolio Corner

Growing your business? Remember: Her before Heir

Don’t overlook the female spouse in a client relationship. She will likely inherit the assets before the next generation does.

Feb 22, 2018 Categories: The Art of Advising

U.S. stocks still appear expensive

The volatile markets of early February barely eased stretched U.S. equity valuations. Global diversification is likely to help investors stay the course.

Feb 15, 2018 Categories: Portfolio Corner
Stock market trading screen, signifying volatility

Markets are volatile—now what? Guidance from a practice management expert

Consider these practice management tips for making the legacy of market volatility be deeper relationships and valuable referrals.

Feb 9, 2018 Categories: The Art of Advising
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