Pulse

Curated by AALU, with input from the best and brightest in our membership, Pulse aims to save you time while keeping you on top of the most significant developments.


Using Business and Charitable Deductions for Maximum Savings, Fixing Common Retirement Mistakes, How Life Insurance Helps During/After A Divorce, and More

November 14 , 2019 Stack Business and Charitable Deductions for Maximum Savings This Wealth Management piece walks through several strategies for utilizing charitable contributions in conjunction with the Sec. 199A small business tax deduction to maximize value for clients. Read more >> How Life Insurance Can Help During and After a Divorce AXA Equitable head...

Estate Planning w/ SLAT’s, Bucketing Systems For Asset Allocation, How Family Meetings Can Create Prospecting Opportunities, and More

October 17 , 2019 How Bucketing Systems Can Simplify Asset Allocation In this Financial Advisor piece, Morningstar’s Director of Personal Finance Christine Benz discusses how a bucketing system can help clients grasp the basics of asset allocation and plan retirement withdrawals. She discusses the benefits of splitting retirement assets into three buckets—short-term spending, mid-term (fixed...

Trends In Executive Compensation; Life Insurance Strategies for Buy-Sell Agreements; Supplementary NQDC Plan Options; Misunderstood Retirement Tools; and More

September 19, 2019 Six Trends In Executive Compensation In this piece, Rodney Morris and Catalina Ganis of The Elliot Group discuss six key trends in executive compensation, including more rapid hiring decisions, the use of private equity-backed equity grants, and changing rules around salary history disclosure. Read more >> NQDC Panel: The Value of Supplementary…