Big impact for relatively little effort

Estate Planning for couples in a second or later marriage can be tricky

Less is more. | taxzi/iStock/Thinkstock Maybe actively managed funds underperform their passive counterparts not because of stock selection, but because most active fund managers just charge too much. John Rekenthaler at Morningstar did a bit ...

Upside to the downslide

Looking beyond estate taxes

Many broker/dealers still provide their advisors with an annual conference, complete with award dinners, appreciation events, and spousal activities. But Raymond James’ Tash Elwyn writes on LinkedIn that the more family-oriented firm events m...

The life settlement market continues to evolve as is it becomes a critical part of a growing strategy for clients to liquidate assets in favor of better-performing financial products.  Changes are all positive for advisors and wealth managers...