Advising Clients on Social Security: Talking Points, Part 3
This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the “Three-Legged Stool.”
How Trump Presidency Is Boosting Demand for Impact Investing, ESG Funds
Trump's executive orders and proposed budget cuts affecting environmental and social programs are increasing demand for impact and ESG investments.
Advising Clients on Social Security: Talking Points, Part 2
This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
Advising Clients on Social Security: Talking Points, Part 1
This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
T. Rowe Price Launches Robo Platform With Only Actively Managed Funds
T. Rowe Price ActivePlus Portfolios chooses the funds for investors and is available initially only for IRA accounts.
Fed Raises Rates; So What Should Clients Do?
The Fed's latest move has implications for investments and management of short-term variable debt.
Fed Appoints First Black Regional-Bank Chief
Ex-Obama administration official Raphael Bostic will lead the Atlanta Fed and will be a voting member of FOMC next year.
Wall Street Has Found Its Next Big Short in U.S. Credit Market
Struggling retailers such as Macy’s are fueling mall defaults; investors are betting against commercial mortgage-backed debt.
VanEck Launches the First U.S.-Listed Green Bond ETF: Portfolio Products
In other product news, Morgan Stanley launched two sustainable investing portfolios.
Morningstar Files to Launch Its Own Mutual Funds for Advisors
The subadvised funds will replace current third-party funds that comprise Morningstar Managed Portfolios.