From Pets to Polyamory, 12 Unique Estate Planning Questions
Start Slideshow As we talk more about the Great Wealth Transfer, financial advisors and estate planners may think their past...
life insurance
How convertible debentures protected adisor'sv clients amid market turmoil
Borisoff, who has been in the financial industry for 30 years and a discretionary portfolio manager since 2008, moved to...
Do clients need to work longer to protect pensions from inflation?
“If they retire before they see some inflation impact on their salary and directly on the value of their pension...
Want to Work With NBA Clients? Try a 3 Bucket Strategy
The New York Times calls Joe McLean, chief growth and innovation officer at MAI Capital Management, a “sports therapist” in...
Want to Work With NBA Clients? Try a 3 Bucket Approach
The New York Times calls Joe McLean, chief growth and innovation officer at MAI Capital Management, a “sports therapist” in...
6 budget-busting expenses during the holiday shopping season
It’s hard to keep on budget this time of year. These are the things to watch out for.by Michael Davis...
How Fund Capital Gains Could Hurt Investors — Even With Market Losses
What You Need to Know Mutual fund companies have started posting estimates for the 2022 capital gains distributions they plan...
Beware of Backtested RILA Performance
For the analysis, options are priced using the Black-Scholes model with a constant implied volatility of 25% (both over time...
Best Outlook for Investors "in a Decade": JPMorgan
Much of the pain felt this year by bond investors has stemmed directly from the fight against inflation — not...
Still Not Ready for the SEC's New Marketing Rule? Here's What to Do
Among other changes, the marketing rule “broadly defines ‘advertisement’ to generally include communications with investors and potential investors on securities advisory...
