There are a lot of good, relevant articles in this issue of Financial Planning, but the most important is the annual technology survey, which you should probably read in its entirety. It’s interesting to see that there are still a lot of people calling themselves advisors or financial planners who still don’t use CRM or financial planning software, and a shockingly high number aren’t using client risk tolerance assessment tools either.
I also liked the Ed Slott article for its reminder of things that are often overlooked in IRA distribution planning, and Martin Shenkman’s reminder that you can effectively make sure trust asset gains never make it into the U.S. tax system—if you handle the document language correctly and act before the client dies. Meanwhile, Veres is running for king of America. You can see his campaign platform below, which is somewhat different from the platforms of the major parties.
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