Advice

New Fiduciary Rules For Retirement Plan Advisors

Category: Advice
Written by Advisor Dashboard
 After years of struggling with this issue, it appears that the Department of Labor has come up with its "final" version of fiduciary requirements for advisors to retirement plans. Simply put, the rules require the advisor to put the clients' best interests first. This seems straightforward, but there are a lot of exceptions that will leave the door open to commission-chasing "advisors."
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I Am A Fiduciary And I Am Ready To Serve Retirement Investors

Category: Advice
Written by Advisor Dashboard
The Secretary of Labor has been tasked with updating regulations to require fiduciary standards for those who provide advice or investments to retirement plans or those saving for retirement. The fiduciary standard - putting the clients' interests first - does not currently apply to stockbrokers and other financial salespeople who are not Registered Investment Advisors.    
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What Is the After-tax Rate of Return on a Tax-deferred Investment?

Category: Advice
Written by Advisor Dashboard
Suppose you have a deferred annuity with a pre-tax value of $100 and a cost basis of $60. And suppose the pre-tax rate of return is 10%, and your tax rate is 30%. What is the one-year after-tax rate of return?
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Knock Out The Competition With Tax-Efficient Investing Automation

Category: Advice
Written by Advisor Dashboard
With tax rates rising and investment advice commoditized by robo-advisors, financial professionals can deal a knockout blow to competitors by systematically delivering investment advice across their entire client base utilizing Web applications to harvest gains and losses, rebalance and optimize positions for location.   Advisors who offer this kind of high-tech, high-touch tax-wise investment advice will dodge roboadvisors and less ambitious advisors. It’s a natural strength for...
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A Quick Tour Of MyStockOptions.com, An Authority On Incentive Compensation

Category: Advice
Written by Advisor Dashboard
It's tax time and, even if you do not have a single client who is compensated with stock, you better be able to speak with prospects about equity compensation, restricted stock and stock options. If you're a fiduciary managing other people's money, you need to be familiar with this topic. You don't need to be fluent, but you ought to know enough to have an intelligent conversation. Why? If you're at a cocktail party, you could find yourself talking to a senior manager at a publicly held...
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More Articles ...

  1. Helping Your Clients Spend Money
  2. Goal Or Financial Decision?
  3. Is Our Tax System Fair?
  4. Protecting The Innocent

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