Thanks so much for attending my presentations for the 2016 National Conference for BAM Alliance!
Further Reading Materials:
- "Future Of Financial Planning" Reading List
- Real-Time Collaborative Financial Planning and the Evolving Role of the Financial Advisor
- 3 Ways the Digital Age Will Change Financial Planning in the Next 10 Years
- Growing a Planning Firm in the Digital Age: The Rise of Inbound Marketing
- The Delivery of Financial Planning in the Digital Age
- Why Robo-Advisors Will Be No Threat to Real Advisors
- What Robo-Advisors Truly Threaten to Disrupt: Index ETFs and Mutual Funds, Smart Beta and Algorithmic Investing, Custodians and their Advisor FinTech Ecosystem
- November-December 2014 Newsletter - Qualifying a Trust as the Designated Beneficiary of a Stretch IRA
- Qualifying a "See Through" Trust as an IRA-Designated Beneficiary - Conduit or Accumulation?
- Congress Fires Warning Shot at Stretch IRAs, Threatens 5-Year Rule for All
- Eliminating Small RMDs and Killing the Backdoor Roth - Key Retirement Proposals Under President Obama's FY2016 Budget