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FEBRUARY 16, 2019

RETIREMENT PLANNING

Protecting the Spouse of a Client Needing Long-Term Care

Letha Sgritta McDowell

Medicaid may help prevent all of a couple's assets from being expended on the first spouse to need LTC.

FULL ARTICLE

ETFS

What’s Next in ETFs? The Great Unwrapping

Diana Britton

The age of ETF domination is over, said Matt Hougan and Dave Nadig at Inside ETFs. Direct indexing is the next big disruption.

FULL ARTICLE

WealthManagement Digital Edition

The Future of Wealth Management - What will the wealth management industry look like in 2044? Industry experts weigh in.

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ADVISOR CHANNELS

As Cetera Looks to Acquire, Advisors Grow Frustrated

Diana Britton

Talks between the private equity owners of Cetera and Advisor Group reportedly broke down last week, as some advisors say Cetera is struggling to meet their expectations.

FULL ARTICLE

MY LIFE AS A CLIENT

Someone Needs to Pay Attention

Anne Field

If a client has an adult child helping out, you might want to consider how that person perceives you.

FULL ARTICLE

ETFS

Robert Shiller at Inside ETFs: Probability of Recession Is Rising

Dan Weil

The Nobel laureate economist and Yale professor proclaims that "all good things come to an end" at the Inside ETFs conference.

FULL ARTICLE

PHILANTHROPY

Charitable Deduction Deconstruction

Brianna L. Marquis and Andrew M. Nerney

There will always be reasons to be charitable. But, if your client is looking to claim a deduction, be sure she follows the rules.

FULL ARTICLE

ETFS

Charles Schwab Doubles Commission-Free ETFs on OneSource Platform

Michael Thrasher

The Schwab ETF OneSource program will now have more than 500 commission-free ETFs, including 90 funds by BlackRock's iShares.

FULL ARTICLE

HIGH NET WORTH

Financial Marriage Counseling

Robert Ossers

A soon to be married millennial advisor shares what he's learned from clients in financially dysfunctional marriages.

FULL ARTICLE

ESTATE PLANNING

A Seismic Shift in the Estate-Planning Landscape

Kevin Matz

A view from the audience at Heckerling: Part 1.

FULL ARTICLE

COLLEGE PLANNING

Publicizing Financial Aid Awards for All to See

Lynn O'Shaughnessy

Greater tuition transparency would be a boon for students and their parents.

FULL ARTICLE