3 Reasons U.S. Is Poised for Investment Retrenchment
Geopolitical strategist Peter Zeihan draws a pretty bleak picture of the future for investors — except American investors.
How Changing These Words Can Help Advisors Hook Clients
Slight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
6 Words, Phrases to Avoid in Client Communications
Gary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.
Plan Sponsors Looking for New Advisors Despite Record Satisfaction: Fidelity
Fidelity's Sponsor Attitudes survey found satisfaction and perceived value at record levels, but retirement plan sponsors are still looking for a new advisor.
Alicia Munnell: 3 Workable Ways to Save U.S. Retirement System
The existing Social Security system and 401(k) plans could produce vastly better retirement outcomes with a few relatively simple fixes, the Boston College researcher says.
Your Clients' Most Vulnerable Organ
Some advisors are already familiar with the challenges of cognitive decline.
Betterment to Join DC Market With New 401(k) Platform
Betterment announced in September that it is launching a 401(k) platform, Betterment for Business, to offer personalized advice to all participants.
10 States With Most Unfair Taxes
Residents in these states may be paying much more — or a lot less — than their fair share.
Now Is the Time for Charitable Lead Trusts
For clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
Top 10 States With Fairest Taxes
WalletHub compared tax data with taxpayer sentiment to find which states have the fairest tax system.