What Older Advisors Don’t Get About Younger Ones
Older advisors are still trying to figure out how to connect with the millennials whom they hope will some day take over their practices.
Buying a vacation home with friends? Better read these 5 tips first
As an advisor, you sometimes face the unenviable task of putting a client's dreams into perspective.
How to Stop Clients From Ruining a Vacation Home Purchase
Sarah Halpin of Wells Fargo says that when a client wants to buy a vacation home with friends, the experience can become a huge headache.
Investors Taking IRA Contributions to the Max: ICI Report
ICI finds that nearly half of traditional IRA owners are taking advantage of increased limits on traditional IRA contributions.
SS&C’s Advent Software Buy Is a Done Deal
"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
For Small Businesses, an IRA With Pension-Like Features
As small businesses and self-employment grow, many people are using an SEP IRA as a retirement savings tool in place of traditional IRAs or 401(k)s.
Clients Clamoring for Help on Rollovers, Annuities: Cerulli
The DC plan-dominated landscape leaves clients needing help generating retirement income and managing the sequence of returns, a report from Cerulli and IMCA says.
Greece Grabs U.S. Investors’ Attention at Midyear
Expect a big market correction as global tumult shakes out, says Lance Roberts of STA Wealth Management.
When an IRA rollover is a bad idea
Advisors must pay heed to potential conflicts of interest before rolling client assets from a 401(k).
4 Steps to Transfer Deceased Parents’ Brokerage Assets: FINRA
After taking a flood of calls from children of deceased parents on its new senior helpline, FINRA issues an alert on transferring brokerage assets.