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Dalio: Inside the House of Horrors

Ray Dalio committed atrocities worse than imagined at the world’s largest hedge fund, according to the new book “The Fund.”

Relocating Retirees May Not Get the Tax Breaks They Expect

Show them the entire tax picture in the state where they plan to move — and make sure you can still be their trusted advisor. (By Kimberly Foss)

Togetherness Doesn’t Have to Tear Retired Couples Apart

Are your clients ready to spend all that time together? These conversation starters can help them avoid surprise conflicts. (By Dave Buck_

Age Diversity Is Also Important, Says First Black CFP

Industry veteran LeCount Davis discusses how older advisors add value, plus what seniors with and without wealth need.

College Prepayment Programs Receive Mixed Grades

They promise big savings but have more restrictions than 529 savings plans and many state programs have struggled.

Is Your Client’s Living Trust Protecting Their Assets?

When trusts fail to accomplish their grantor’s goals, it’s often because they’re not properly funded — a problem you can help alleviate. (By Seth Bier)

What Color Is Your Marketing?

Highly contrasting colors and simple patterns could help you get your message across better to seniors with declining vision.

AI May Require Planning for a Longer Lifespan

Will artificial intelligence make your clients live longer and can they afford the medical costs that come with it? (By Steve Parrish)

Long-Term-Care Options: What Works?  

There are a lot of moving parts that you can help sort out for your clients and their families. (By Desiree Fisher)

Managing Challenging Prospects and Clients: 3 Examples

You know what these individuals need, but they don’t want to pay for professional advice. Can you build your case?

Latest News

Industry Groups Oppose New Advisor Best Practices Rule

FSI and others say Nasaa’s rule proposal is confusing and could negatively impact Main Street investors.

Study Reveals Insight into Affluent American Investors’ Mindsets

Key findings of the study include a noticeable decrease in financial security among affluent Americans.

Did ETF Investors Profit from Hamas Attack?

A U.S. professor stands by his research showing there was a spike in short selling of an Israel ETF leading up to the attacks. The Tel Aviv exchange says the research is inaccurate.

Ex-Wells Fargo CEO Sues Bank For $34 Million In Withheld Pay, Stock

The former CEO says the bank canceled stock awards and withheld a bonus he had earned before stepping down.

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

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