Help Clients Understand Tax Deferral

This client-friendly video explains the benefits of tax deferral, and describes the differences between a tax-deferred investment and one that is taxed each year. Sponsored...

Jimmy Lee: ‘The Biggest Sucker Bet’

Jimmy Lee, CEO of multibillion RIA/B-D Wealth Consulting Group in Las Vegas, says these investors have made the biggest sucker bet this year.

UBS Wealth Manager Cautions On Big Tech

Kleo Curry, vice president of Wealth Management at UBS Financial Services, says she's 'cautious' on positioning too heavily in Big Tech. 

Saying the Right Thing in Down Markets

Here’s how advisors are easing clients’ fears and using video to efficiently spread these messages. (By Laura Garfield)

4 Reasons to Invest in Private Commercial Real Estate

John Norris, Director of Private Wealth for CrowdStreet Advisors, explains several ways CRE may potentially strengthen portfolios.

Why Are Fixed Annuities Breaking Sales Records?

Fixed annuities keep breaking sales records. A new MassMutual study sheds light on the topic. (Sponsored)

60/40 Portfolio: Perfect Storm for Retirees, Part 3

Other strategies may prove better for retirees than a 60/40 portfolio.

60/40 Portfolio: Perfect Storm for Retirees, Part 2

The 60/40 portfolio failed retirees in 2022, especially those who recently retired.

60/40 Portfolio: Perfect Storm for Retirees, Part 1

Help retirees avoid sequence-of-returns risk by thinking beyond the 60/40 portfolio.

Advantages of Opportunity Zones

John Norris, Director of Private Wealth for CrowdStreet Advisors, introduces opportunity zone funds as a way for advisors to help clients with large capital gains get attractive tax benefits by reinvesting them in real estate.

Latest News

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.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.

Humana, Cigna in Talks to Merge

A deal would give Cigna a much greater foothold in the fast-growing market for managing federal Medicare plans for older Americans.

Aretha Franklin’s Sons Awarded Late Singer’s Real Estate

They now own the late singer's real estate after a judge ruled that a handwritten will found hidden in her sofa was the correct document.

The Wit and Wisdom of the Late Charlie Munger

Charlie Munger, Warren Buffett's deputy who helped transform Berkshire Hathaway into a conglomerate, will be remembered, in part, for comments like these.

Supreme Court to Hear Biden Appeal of Case Affecting Advisors, Others

Lower courts have decided the SEC’s power to seek penalties through in-house enforcement proceedings violates the U.S. Constitution. Another case pending against FINRA says it has too much power.