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February 1, 2012 | Insurance News Net

Are Your Clients Tax Diversified?

By: Craig Lemoine, Sonja Hayes

Taxes are a certainty in life, as Ben Franklin said, but here is another one: Taxes will drive you batty. That's because taxes will increase, decrease or stay the same-and you can't predict which route they will take.

October 1, 2011 | The Wealth Channel Magazine

Washington Surprise: A Glimmer of Agreement in the Fiduciary Wrangle?

By: Keith Hickerson

It’s common knowledge these days that the right and left never agree on anything. So why is Barney Frank writing letters to the SEC cautioning them on overreach in their extension of the fiduciary standard? Why are House Republicans and some Security and Exchange Commission (SEC) commissioners expressing concerns?

April 1, 2010 | The Wealth Channel Magazine

Retirement Business is Changing; Advisors are Adapting

By: Ken Cochrane

Over the past two years, the economic climate and the financial services marketplace have changed drastically, significantly impacting advisors working in the qualified plan space. Overall, plan sales were down 20 percent in 2009 versus 2008, and 11 percent of advisors who sold plans in 2008 did not sell any plans in 2009.

December 1, 2009 | The Wealth Channel Magazine

Counting on Change: Financial Planning for the Next Ten Years

By: Craig Lemoine, Kirk S. Okumura

Financial planners are not in the business of predicting the future. They practice in a world of uncertainty, often avoiding the word guarantee. The fact is in the financial planning world the only guarantee seems to be change. That is, markets ebb and flow, interest rates vacillate.

April 1, 2009 | Insurance News Net

Smart Technology Planning For Advisors

By: Craig Lemoine

Small insurance and financial planning service practices often struggle when making technology decisions. Exclusive and independent producers would rather focus on client relationships than spend time contemplating hardware, software and communication needs.

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