RIA Beacon Pointe Is 65% Female, by Accident
Diversity was “happenstance,” says founder and partner Shannon Eusey, but more women led to more female clients.
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
Retirement Spending Plans Should Follow Pension Strategy: Russell
Pensions’ funded ratio method offers a “simple yet powerful percentage that most clients understand immediately,” a Russell study says.
‘Self-Directed’ Investors Lying to Themselves
Many investors consider themselves self-directed, but research from Hearts & Wallets shows they aren’t actually going it alone.
How to Help Clients Claim Medicare
Few retiring clients ask their advisors about Medicare, but there is much they need to know about claiming this mandatory benefit.
Krawcheck to Advisors: Stop Acting Like It’s 1957
A lack of diversity hurts clients and even the economy, Sallie Krawcheck says. Schwab’s Mary Rosai discusses the firm’s proactive approach to boosting women.
3 Reasons Robo-Advisors Are Taking Off
Robo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
What Advisors Can Learn From Robo-Advisors: Orion’s Clarke
Robo-advisors create a “huge opportunity” for traditional advisors, according to Eric Clarke, president of Orion Advisor Services.
Schwab’s Hathi: What Clients Expect Now
Mobile tech changes the way we think and do business. Why wouldn’t it also change what clients expect from their advisors?
Managing Risk to Create Retirement Income
At Schwab Impact, Milliman execs discuss how they help advisors manage the risks clients face when it's time to tap their retirement portfolios.