Wealth Management Archives - Creative Edge

The equity markets surged in October, fueled by a combination of Fed rate cuts, strong corporate earnings, and renewed optimism for a breakthrough in US-China trade talks. The major indexes had the following returns: NASDAQ – 3.71% Russell 2000 – 2.63% S&P 500 – 2.17% DJIA – 0.59% Rate Cuts The Federal Reserve cut rates… Read More

The markets tumbled on Friday as China escalated the ongoing trade war and President Trump signaled his intention to continue the economic battle. On Friday, China retaliated by announcing new tariffs on $75 billion in American goods, set to begin on September 1. That news pushed the markets down. Dow futures dropped by more than… Read More

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

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

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

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

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

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

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 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