Are Your Clients Making These Estate Planning Mistakes? [SlideShare]

Posted by Rose Watson, JD, MSEL

November 30, 2016 at 1:30 PM

One client has an estate plan with an unfunded trust. Another has no idea what her beneficiary designations are. These are just two examples of estate planning mistakes that can lead to unexpected tax consequences or even asset transfers to the wrong individuals. How can you help?

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Topics: Estate Planning

Financial Planning in Uncertain Times

Posted by Rose Watson, JD, MSEL

November 29, 2016 at 10:00 AM

As we watch political appointments unfold, some of your clients may wish to take more of a “wait and see” approach to their planning, as future tax legislation may seem uncertain. Although they may be reluctant to take action, however, the inability to predict future legislation should not curb your clients’ planning, and this is the opportune time to stress to them the importance of financial planning in uncertain times.

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Topics: Financial Planning

Happy Thanksgiving from Us to You!

Posted by Commonwealth Financial Network

November 22, 2016 at 10:00 AM

Wishing you the joy of friends and family as we give thanks for our blessings on this special day.

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Becoming the Trusted Advisor

Posted by Patrick Noonan, CFP

November 16, 2016 at 1:30 PM

In our fast-paced, ever-changing industry, we know you are working hard. You're striving to keep up with new products, software, procedures, and a ceaseless flow of information, while at the same time overseeing the day-to-day operations of your practice. But there's one aspect that remains a timeless aspiration for many advisors: becoming the trusted advisor.

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Topics: Financial Planning

Does Your Broker/Dealer–RIA Partner Put Time Back in Your Day?

Posted by Becca Hajjar

November 15, 2016 at 10:00 AM

Time is a precious commodity, and we never seem to have enough of it. We live in a world where everything—including our own financial services industry—is changing at warp speed, DOL rule notwithstanding. So, how can we possibly keep up and enjoy a better work/life balance?

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Topics: Transition

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