<img height="1" width="1" alt="" style="display:none" src="https://www.facebook.com/tr?ev=6038855580069&amp;cd[value]=0.00&amp;cd[currency]=INR&amp;noscript=1">
Search:

Thought Leadership in Action

Lessons Learned from Previous Recessions

Amid worries of a recession, advisors need to help their clients be prepared and feel ready for whatever happens next. Many lessons can be learned from previous recessions and how investors adapted, including strategies that avoid risk and the best places to put money when planning for the long term. Revisit Your Clients’ Budgets and Expenses             One of the most common concerns d...

Read More

Tax Planning in the Season of Giving

The holiday season is a time for giving. And while helping others is its own reward, people can easily overlook charitable deductions and other incentives they’re entitled to during tax season. You can help your clients take advantage of these opportunities and avoid common mistakes. The 2022 tax year features rule changes from the 2021 tax year that affect how charitable tax deductions ...

Read More

Annuities Are Coming to More Retirement Plans

Financial advisers have an opportunity to help their employer clients consider guaranteed income options for their defined benefit retirement plans as more employees want them.  BlackRock and other large asset managers are adding more annuities to their employer-sponsored retirement plans because the Secure Act of 2019 reduces plan sponsors' concerns over legal liability.  Here's what fi...

Read More

For Financial Advisers: Business Trends to Watch in 2021

ROGER WOHLNER, TheStreet, JAN 4, 2021 From virtual meetings and sustainable investing to succession plans, here are 2021 strategies for financial advisory firms. As we look ahead into 2021, it will be interesting to see what’s next for the financial advisory business. We saw changes in the financial advisory landscape in 2020 due to the COVID-19 pandemic. In some cases the pandemic accel...

Read More

Like what you see?

Subscribe to our Ebix blog or curate your subscriptions for the most relevant content and never miss a single article! Industry driven thought leadership delivered straight to your inbox with the click of a button. What could be easier?

Subscribe