Protecting the Spouse of a Client Needing Long-Term Care

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.

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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.

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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.

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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

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