Feelings Matter

If you are not sure how you feel about the economy, you at least take the temperature of your peers. A group of advisers is becoming the financial world’s answer to the Nielsen families resulting in the Advisor Confidence Index.

Training Places

Training and education technology that has been de riguer in other industries is just now making an appearnce in financial planning. In a regualted business for which one new regulation is promulgated every seven days, access to training can be vital.

Less is More

A survery of more than 5,000 reps from LEL financial services reveasl a curious trend. Increasingly, planners want fewer, not more customers. Why? Because, in the ver popular high net worth space, less is more.

State of Flux

Substantial changes to the federal estate tax laws enacted in 2001 under the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) have upset the delicate balance between state and federal estate tax liabilities. T. Rowe Price asked me to write a short article which described for investors the possible new tax liabilities which they may face as a result of the schism on estate taxes between state and federal authorities.

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