MAY 12, 2018

ESTATE PLANNING

Thirteen Estate Planning Tips for Beneficiaries with Special Needs

Robert M. Freedman and Alexis R. Gruttadauria

Navigate the additional complexities and plan ahead.

FULL ARTICLE

INDUSTRY

Opinion: LPL Has Lost Its Touch - Here’s How to Get It Back

Jeb Bashaw

A former LPL advisor reflects on what the firm can do to regain its footing.

FULL ARTICLE

ETFS

The Top 12 Clean Energy ETFs

Aniket Ullal, First Bridge Data

The largest clean energy ETFs ranked by one-year returns.

FULL ARTICLE

INDUSTRY

Blacks, Latinos Recognize Deliberate Discrimination in Financial Planning

Diana Britton

White CFP professionals blame the reluctance of people of color to join the profession for the lack of diversity; black CFPs blame the firms.

FULL ARTICLE

INDUSTRY

More Advisors Experiment with Alternative Pricing Models

Diana Britton

Advisors looking to bring in Generation X and millennial clients are finding different pricing structures—not the traditional AUM model—that resonates with prospects, according to a new TD Ameritrade Institutional survey.

FULL ARTICLE

INSURANCE

Private Placement Life Insurance Primer

Brian Gartner and Matthew Phillips

Recent tax law changes make for a particularly interesting time to explore PPLI.

FULL ARTICLE

RETIREMENT PLANNING

Is There a Gender Gap in Saving for Retirement?

Anna Sulkin

A recent Merrill Lynch study finds women have to work harder than men.

FULL ARTICLE

BUSINESS PLANNING

The Driving Forces Behind Growth, Movement and Disruption

Mindy Diamond

Control is driving the virtual tug of war between advisors.

FULL ARTICLE

TECHNOLOGY

Morningstar Brings Direct Platform to Wealth Management Firms

Samuel Steinberger

Morningstar takes another step toward stitching together the end-to-end tech stack for financial advisors.

FULL ARTICLE

EQUITIES

Trade Wars and Client Portfolios

Dan Weil

Trump’s trade war rhetoric has rattled the markets. Are advisors shielding their clients’ portfolios from the potential fallout?

FULL ARTICLE

ADVERTISEMENT