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State fiduciary rules may be reckoning for life insurance industry

Unlike DOL fiduciary rule, New York’s best-interest rule covers life insurance sales and could be a harbinger for other states

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Carson Group platform gives investors financial planning choices

Clients will be able to choose robo or human advice, as well as some options in between.

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Why aren’t clients using QCDs? Help them!

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Delay in fiduciary rule does not take any wealth managers off the hook

RIAs and Brokers must recognize each other’s strengths and weaknesses for the sake of clients.

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Tax reform: 7 essential strategies for financial advisers

While advisers face the difficult task of analyzing the law’s impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.

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Amid seller’s market for RIAs, firms must prep for potential sale

Valuations of RIAs will continue to entail more art than science.

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Oops! Unintended consequences of tax-law changes

Will clients become more interested in paying commissions? Will the new tax law steer more financial advisers toward independent channels? It could.

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Busting DOL fiduciary rule myths of industry opponents

Claims that the regulation will harm the ‘average Joe’ investor by increasing costs, reducing access to advice and derailing retirement plans are bogus.

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IRS releases new withholding tables

GOP promises workers will see increases in their paychecks starting in February.

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Bloomberg terminal alternatives popular with advisers

YCharts used by planners for investment research, screening and charting.

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