Wealth Management Archives - Creative Edge

IRS changing tax treatment of advisory fees

The IRS has changed the rules—and it might benefit you and your clients. Previously, registered investment advisers (RIAs) could not pull an advisory fee from an annuity in their client’s account without creating a “taxable event.” Now, the IRS has reversed that rule, allowing RIAs to pull advisory fees from the cash value of a… Read More


Don’t let thieves steal your clients’ identities

Insure your clients’ assets up to $1 million Instances of identity theft are increasing every year.¹ More than 41 million Americans have had their identities stolen at least once, and older adults are victims of identity theft every four minutes.²⁻³ Offer Identity Theft Protection through CreativeOne CreativeOne recently partnered with IdentityForce, the industry leader with more… Read More


New Client Brochure Based on Roger Ibbotson’s Groundbreaking Research

Roger Ibbotson’s latest white paper declares FIAs may be a better bond alternative for clients approaching retirement. Now there’s a new client brochure that demonstrates how his behavioral finance research was applied to an index designed to offer the potential for higher returns with less risk. Show your clients how Nationwide New Heights® with the… Read More


Find out how to roll out money from your client’s 401(k) anytime without penalty

What is an In-Service Alternative Rollover? The In-Service Alternate Rollover is a revolutionary process that has made it possible to transform financial planners’ businesses across the nation. An In-Service Alternate Rollover (ISAR) process allows your clients to rollover money that was formerly inaccessible. Roll money out of your client’s 401(k) into an independent retirement account (IRA)… Read More


IMAX and the new Trump tax plan

IMAX

Learn about the 2018 IMAX Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket Tracker. Understanding… Read More


Fall Into a New BD Relationship

There’s no time like the present to evaluate your future. The next broker-dealer offer awaits you. Fall’s here, and thus the time many advisors are evaluating their bd relationships … is it still symbiotic for both parties? For some advisors, yes. However, some are left in the aftermath of bd acquisitions who have continually brought… Read More


Growing the Next Generation of Professionals

Our profession is facing one of the greatest challenges it has ever seen. With the decrease of insurance professionals and qualified wealth managers, our pool of industry professionals is shrinking. In this decade, we’ve witnessed the number of U.S. financial advisors falling for five consecutive years.1 Unfortunately, with the lack of advisors in the marketplace,… Read More


Why I Moved to Client One

Why I Moved to Client One and Why You Should Too For the past few decades, I’ve been working for privately owned broker dealers in the Kansas City area. What I loved best about the brokerage, was the family-feel. I wasn’t certain I could find another relationship-driven broker-dealer when the brokerage merged with a corporate-driven… Read More


What’s the New Status Quo for Investments?

ChangePath: Investment Platforms 101

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More


What’s a TAMP?

ChangePath: Investment Platforms 101

Many agents and advisors haven’t heard of turnkey asset management platforms (TAMPs). And, unbeknownst to some investment advisor representatives in larger firms, they unknowingly have limited exposure to a TAMP. Have you been exposed? Do you know what a TAMP can do for independent advisors? Let’s discuss … TAMPs Create Efficiencies TAMPs* provide advisors a complete… Read More