We are kidding ourselves if we think it doesn't happen in the financial advice profession, if we think we are somehow different from testosterone-driven Hollywood, the technology industry or even the broader financial services industry.
They may provide high-net-worth clients with tax-advantaged portfolio income, cash access, creditor protection under some state laws and a tax-free death benefit.
Differences in how men and women view longevity can have big impacts on their finances during retirement
Clients with unwanted policies might be able to sell or exchange them for better policies.
Hint: There's no silver bullet for evaluating the best insurance products.
Here are five simple ways to transform information into business-boosting action.
Get clients talking about youthful pitfalls they secretly keep replaying. Then show clients how to stop.
Top 10 reasons why it's time to 'break up' with projected policy values.
The so-called 'safe' investments have a few quirks that make them much different beasts from money market funds.
A vow of silence on money issues negatively impacts our relationships and contributes to the financial literacy crisis.
These three steps can help you work with small business owners.
We must ensure that regulators and the public hear detailed, quantitative information.
A firm's culture should be embraced and incorporated into daily interactions with clients.
Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.
Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.
Jay Clayton, chairman of the Securities and Exchange Commission, has a window of opportunity to work with the Department of Labor to establish a consistent best-interest standard of conduct that spans retirement and non-retirement accounts.
Let's start a debate about how best to construct portfolios that meet the needs of our clients, and that can withstand the test of time through all market conditions.
