Find out which states charge investors the least
After demanding a reduction in administrative and investment costs, some states are now offering plans with such low fees that they are barely profitable for managers, one expert says.
Small advisory firms can qualify for a 50% tax credit on health costs in 2014 through SHOP exchanges. But is the option appealing enough for qualified advisers?
Traditonally "the seller" has had more information and it's been a "buyer beware" situation, said Daniel Pink, author of "To Sell is Human: The Surprising Truth About Moving Others," at the Financial Planning Association's national conference in Orlando on Saturday. New technology is giving more power to the consumer.
Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.
Advisers need to reconsider risk in client portfolios as markets enter what will be a "low return decade" for fixed income investments, according to an industry expert. Liz Skinner reports from FPA Experience in Orlando.
Expects social gatherings will stimulate new client opportunities.
"Real issue" is fee transparency and conflicts of interest, Pershing Advisor Solutions CEO says.
What's the magic age at which advisers should retire? One expert says early and internal succession results in the biggest payout. Liz Skinner reports.
At the 7th annual Community Leadership Awards, a fighter pilot tells of finding real fulfillment serving others. Plus, other stories of financial advisers' stepping up to give back to their communities.
