C2P

Life Health Pro: “34 ways to sell an annuity”


Annuities aren’t always an easy sell — the lack of overall awareness about how they work, along with media coverage of financial abuse and poor guidance, has created a tarnished reputation in the eyes of many consumers. Read Full Article

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Financial Advisor IQ: “To Coddle Your Clients, Coddle Your Team”


Three days before Christmas, advisor Randy Carver had a heart attack in his office. A sales assistant searched the Internet for the proper first response and administered aspirin to the 50-year-old founder of Carver Financial Services in Mentor, Ohio. Doctors say that might have saved his life. Read Full Article

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Financial Advisor IQ: “Tax Alpha Isn’t Just for the Superrich”


“Don’t let the tax tail wag the investment dog” is among the most ubiquitous warnings in wealth management. It also might be the most overhyped one. Read Full Article

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The Wall Street Journal: “Voices: Greg Hammer, on Offering Tax-Preparation Services”


Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Read Full Article

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U.S. News & World Report: “Retirement Saving Strategies for Every Age”


You can’t save for retirement in your 40s like you did in your 20s. Read Full Article

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Financial Advisor IQ: “Getting Clients Comfortable With Your Young Successor”


Of the 8,600 advisors who Cerulli tells us will retire every year through 2027, many have a younger advisor in the wings ready to take over their longtime clients. Read Full Article

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The Wall Street Journal: “Finding, Fixing Gaps in an Estate Plan”


The couple in their late 70s came to Jason L. Smith from another financial adviser. Read Full Article

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Nasdaq: “When To Pick Mutual Funds Over ETFs (And Vice Versa)”


Cheap? Check. Instant diversification? Check. Popular with novice investors? Check. Read Full Article

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