Technology is improving accounting and advisory tasks in many ways, but it can't supplant the need for asking clients the right questions to determine their goals, writes certified financial planner Steve Sanduski. Questions that get to the root of clients' values and motivations can help advisors meet their financial and…
Brian Starr, a long-term-care insurance advisor in Phoenix, says he is seeing a trend in which millennials purchase the product for their parents. Starr says millennials want products that are "internet-based" and notes they put value on working with advisors who have been personally recommended to them. InsuranceNewsNet online
State securities regulators have authority to enforce the Labor Department's fiduciary rule, and exercising that authority is "part of the normal scope of what states ought to be doing to protect their citizens," said Joseph Borg, director of the Alabama Securities Commission and president of the North American Securities Administrators…
The new tax law has effects on estate planning that clients and their financial advisors might not yet fully understand, including that life insurance might serve chiefly as a "useful backstop that will become more common in the new trust planning," writes Martin Shenkman of Shenkman Law. Other changes include…
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