Ben Lee Contributor Mr. Lee hails from Houston by way of Shanxi. A longtime investment analyst and financial commentator before the 2008 crash, he has since concentrated on providing consultant services to clients in the securities and employer benefits industries.
Which States Offer the Best Asset Protection in 2019 A domestic asset protection trust shields a client’s assets from creditors while allowing them to be discretionary beneficiaries
Fiduciary Rule in Focus for State and Federal Regulators The Department of Labor’s fiduciary rule may have been delayed — but state and federal regulators are likely to chime in this year.
Social Media Can Boost Client Numbers, Assets, Study Finds Putnam Investments has followed advisors’ social media activities since 2013, and their 2016 survey shows 85% of advisors use online platforms.
DOL Delay Doesn’t Mean Fiduciary Rule Is Out of the Picture for 2018 While parts of the Department of Labor’s fiduciary rule have been postponed, advisors could soon see the SEC propose its own fiduciary rule.
More Americans Approve of GOP Tax Overhaul and Expect to Get a Tax Cut Approval ratings for the new tax law are going up among both Republicans and Democrats — although the latter still largely don’t like it.
