March 2020

Month

Advisor's Edge

Can these parents-to-be afford a house?

With a child and a possible career change on the way, this couple needs a financial plan

By Suzanne Yar Khan |March 27, 2020

9 min read

Advisor's Edge

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

By Margaret O’Sullivan |March 27, 2020

3 min read

Advisor's Edge

Client Confidential: Jill Heinerth

A cave diver discusses death and taxes

By Susan Goldberg |March 27, 2020

4 min read

Advisor's Edge

Keeping up with insurance innovations

Data and personalization are changing the business. Where does the advisor fit in?

By Michelle Schriver |March 27, 2020

9 min read

Advisor's Edge

From passive investors to active shareholders

ETF growth is building proxy power for passive managers

By Mark Yamada |March 27, 2020

4 min read

Advisor's Edge

What industry change would you like to see?

Industry talk with new and veteran advisors

By Michelle Schriver |March 27, 2020

2 min read

Advisor's Edge

Part-time advisor’s business income doesn’t justify ‘staggering’ expenses

A Tax Court case shows what can happen to unsupported claims

By Jamie Golombek |March 27, 2020

3 min read

Advisor's Edge

Navigating cash takeover offers for shares

Take the money and run

By Al and Mark Rosen |March 27, 2020

3 min read

Advisor's Edge

Dealing with no-contest clauses

What is a no-contest clause, and what do executors need to know?

By James Dolan |March 27, 2020

4 min read

Advisor's Edge

Client coaching for the 24-hour news cycle

Sorting through the flood of information is a way to add value

By Mark Burgess |March 27, 2020

9 min read

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