Finke: Putting Millennials’ Finances Into Focus
One of the problems with creating generational cohorts is that we’re tempted to focus on stereotypes. Here's what the data show about millennials.
Social Security: Managing New Claiming Strategies, Benefits
For advisors with clients approaching retirement age, it is important to keep in mind that there are several options for structuring Social Security benefits.
How Advisors Can Stop Losing Clients’ Heirs as Clients
With the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients’ inheritors is an increasingly valuable advisory skill.
Crowdfunding and Peer Lending: Time to Swim With the Sharks?
Clients are showing interest in nontraditional funding techniques; advisors can help them understand the risks and benefits.
What's the Right Bear Market Strategy?
Amid stock tremors, constructing resilient portfolios takes on a new urgency.
Why Clients Don’t Take Your Advice
Think you aren’t persuasive enough? Think your clients aren’t smart enough? It might just be how we’re all wired.
Advisors in Pursuit of Happiness
Advisors' happiness, or lack thereof, affects the level of comfort and trust felt by clients, and by colleagues, staff and others they deal with.
Wirehouses Gear Up on the Tech Frontier
The largest broker-dealers aim to become more technologically nimble — and the results are starting to show.
Choose Your Strategy for Wealth Preservation
Advisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
How DOL Fiduciary Will Change the Industry, and Careers
Whatever its final shape, the redefinition of fiduciary under ERISA will affect business models, compliance costs and possibly career choices.