The 20 ETFs with the Biggest Outflows of 2018
Data as of 11/30/2018.Only ETFs that ended the year with more than $500 million are listed. Aniket Ullal is the founder and CEO of First Bridge Data, a provider of independent ETF data and analytics to institutional clients....
Eight Simple Estate Planning Review Items for 2019
While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct,...
Retire Sooner, Baby Boomer | Wealth Management
But there is good news, as they may benefit from...
Sequence of Returns: Don’t roll the dice with retirement
Market volatility early in retirement can be frightening for new...
How to gain and retain female clients
This represents a major opportunity for advisors to showcase their...
Value’s Appeal Is in the Eye of the ETF
At long last, value investing appears primed to play a larger role in the new year. But beware that not all value ETFs are built the same. View the Original Article
Making the maximum IRA contribution? Think Roth.
While this rule is generally true, you may still benefit from contributing to a Roth IRA, even if your tax rate declines in the future, especially if you’re making the maximum contribution.Sheltering your savingsA...
Highlights of Heckerling | Wealth Management
PRESENTER:Martin ShenkmanFounderShenkman Law MODERATOR:Susan LippEditor in ChiefTrust & Estates Our speaker will...
Substantiating Charitable Deductions | Wealth Management
This is a Trusts & Estates exclusive webinar for subscribers...
Going to Pot: The 20 Most Popular ETFs of 2018
Data as of 11/30/2018. Aniket Ullal is the founder and CEO of First Bridge Data, a provider of independent ETF data and analytics to institutional clients....
Delighting the Customer: The Importance of Customer Perception
Sponsored by American Portfolios How do you "delight" a customer,...
#FASuccess Podcast: Michael Henley on Independence
Welcome back to the 102nd episode of Financial Advisor Success Podcast. This week’s guest is Michael Henley. Michael is the founder and CEO of Brandywine Oak Private Wealth, an independent advisory firm in the Brandywine...
Ten Tax-Planning To-Dos Before Year End
With less than a month left in 2018, time’s running out for your clients to finish their wealth management and tax planning...
DJ Khaled, Mariah Carey, 50 Cent: 7 Musicians into Cryptocurrencies
The market capitalization of all cryptocurrencies is currently $417 billion, and analysts believe the market could reach a valuation of $1 trillion...
