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Additional Tax Reform Unlikely This Year

Proposed legislation that would extend approximately 30 expiring tax cuts and include retirement provisions is unlikely to pass this year as members of the House of Representatives are reluctant to...

Advisors' 3 Biggest Challenges: Column

Maintaining business operations while simultaneously providing advice, discovering new ways to deliver value to clients, and boosting profits are three of the largest challenges that advisors face, according to a...

How Do You Measure An Advisor's Value to…

A new study by Charles Schwab seeks to answer that question. So reports Barron's.

Latest News

Proposed legislation that would extend approximately 30 expiring tax cuts and include retirement provisions is unlikely to pass this year as members of the House of Representatives are reluctant to vote on a bill that is expected to receive opposition in the Senate. So reports The Washington Post.

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Longevity planning could be a new growth area for financial planners as healthcare advances are resulting in Americans living longer at a time when robo-advisors are competing with traditional advisors.

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Maintaining business operations while simultaneously providing advice, discovering new ways to deliver value to clients, and boosting profits are three of the largest challenges that advisors face, according to a Forbes column by David Miller, CEO of Peach Labs.

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A new study by Charles Schwab seeks to answer that question. So reports Barron's.

Read more

Advisory firms have provided a variety of perspectives on what the midterm elections may mean for capital markets. One common theme is that the Democrats' success in the House of Representatives and the Republicans' success with maintaining a majority in the Senate will result in legislative gridlock that may be favorable for equity markets.

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Practice Management

How to Serve Small Clients

For financial advisors, setting account minimums for clients can be a quandary.

Technology & Communications

How to Succeed at Online Marketing

Advisors seeking to succeed with online marketing should ensure that their websites are informative and easy to navigate and they should also ensure that their content is client-focused. So reports...

Regulatory & Compliance

Advisor Sentenced to 15 Years for Fraud

Darrell Smith, a former Iowa investment advisor, will spend nearly 15 years in federal prison for stealing $2.4 million from clients in order to finance operations of an ethanol plant...

Markets & Investments

Equity Selloff Could Influence Monetary …

The October equity selloff could signal that investors are concerned that stimulus from U.S. tax cuts and government spending will fade sooner than previously anticipated. So reports Reuters.

Retirement

Longevity Planning: A New Role for Advis…

Longevity planning could be a new growth area for financial planners as healthcare advances are resulting in Americans living longer at a time when robo-advisors are competing with traditional advisors.

News Roundup

Additional Tax Reform Unlikely This Year

Proposed legislation that would extend approximately 30 expiring tax cuts and include retirement provisions is unlikely to pass this year as members of the House of Representatives are reluctant to...

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

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PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.

I accept Policy from this site.
EU Cookie Directive plugin by www.channeldigital.co.uk