Videos

00:00:51

The Roth Decision, Part 3

The recent stock-market pullback may make a Roth conversion more attractive. But that's not the deciding factor in whether to do one, says advisor DJ Hunt.
00:01:54

The Roth Decision, Part 2

Tax arbitrage can backfire sometimes. Consider what happened to many retirement-plan contributors a decade ago, says advisor DJ Hunt.
00:01:31

The Roth Decision, Part 1

It's almost always better for investors to contribute pretax to a retirement plan than after-tax to a Roth IRA or Roth 401(k), says financial advisor DJ Hunt.
00:01:32

Blindsided by Divorce, Part 3

Clients often sabotage progress in a divorce action, says advisor and divorce expert Bonnie Sewell. Advisors need to help them be transparent and follow a process that will yield a good outcome.
00:02:26

Blindsided by Divorce, Part 2

The cost and enormity of divorce can overwhelm people. Advisor and divorce expert Bonnie Sewell talks about key issues in divorce planning.
00:01:54

Blindsided by Divorce, Part 1

Advisor and divorce expert Bonnie Sewell explains the challenges of gray divorce, happening at more than twice the rate of other divorces.
00:01:51

Longevity Means New Advisor Playbook, Part 3

The most meaningful, influential time you will have with a client is in the much later years of their life, says advisor Catherine M. Seeber.
00:03:08

Longevity Means New Advisor Playbook, Part 2

Clients facing a serious illness need advisors who listen and allow them to express their feelings, says advisor Catherine M. Seeber.
00:01:08

Longevity Means New Advisor Playbook, Part 1

Advisors are unaccustomed to working with older people, but it's more important than ever that they learn how, says advisor Catherine M. Seeber.
00:03:33

The Argument Against AUM Fees, Part 3

Advisor Andy Panko discusses other fee models that financial advisors should consider to provide the best service to clients.

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