SEPTEMBER 30, 2017

INDUSTRY

Poll: Advisors' on Trump's Tax Plan

WealthManagement.com Staff

A flash poll of over 300 financial advisors show many favor Trump's tax plan for their clients - and themselves.

FULL ARTICLE

RETIREMENT PLANNING

The Sobering Realities of Paying for Long-Term Care

Mark Miller

Higher incidence of nursing home need – and higher out-of-pocket costs – are concentrated among more affluent households, and affect women more than men, a Rand report has found. Here are the risks of needing institutional care

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Sponsored by Private Advisor Group

According to a recent study, it comes as no surprise to learn that over 65% of financial advisors have no fully documented succession plan.

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HIGH NET WORTH

Jerry's Kids Get Cut Out ... Or Do They?

David H. Lenok

The comedian's will demonstrates both good and bad ways to disinherit your kids.

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ETFS

Preferred-Stock ETFs Offer Plenty to Like

Brad Zigler

But zealous investors should be aware that many of these funds heavily tilt toward the financial sector.

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MUTUAL FUNDS

Year-End Tax Planning Strategies

Ryan Nauman

Helping reduce your clients’ tax liability is instrumental to growing their assets and helping them achieve their financial goals.

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TECHNOLOGY

eMoney Adds Advisor Marketing Tools To Financial Planning Platform

Ryan W. Neal

At its fourth annual eMoney Advisor Summit, the new Advisor Branded Marketing feature took center stage.

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RETIREMENT PLANNING

Pulling Clients Out of the Debt Hole

Kevin McKinley

Your clients can earn big, guaranteed returns by paying off their credit cards.

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HIGH NET WORTH

Help Clients Deal with Sudden Wealth Syndrome

Michael A. Cole

Balancing financial success, self-worth and fulfillment

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ESTATE PLANNING

Dallas Jury Orders JP Morgan to Pay $4 Billion in Damages

Anna Sulkin

The bank was found in breach of estate administration duties.

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HIGH NET WORTH

Performance Plus Confidence Doesn't Equal Satisfaction For HNW

David H. Lenok

A new study reports that for HNW clients returns aren't everything.

FULL ARTICLE

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