How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
These are the key findings from Financial Finesse's 2016 Year in Review report.
Ryan Pulls Bill to Repeal Obamacare; Says Tax Reform Now in Danger
Speaker Paul Ryan House said too many Republicans were not supporting the repeal bill.
For Better or Worse, Parents’ Financial Habits Affect Their Kids
A T. Rowe Price survey of parents and their kids finds that kids do better when their parents let them decide how to save and spend their money on their own.
Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in Massachusetts
In one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
New Money Market Fund Rules Working as Planned: NY Fed
As a result of the new rules, money has shifted away from riskier institutional prime and muni funds into safer government funds.
6 Guidelines for Building a Client-Friendly Financial App
The Center for Financial Services Innovation has partnered with Google Play to release a guide for firms building their own fintech app.
‘Myth Busting’ Ex-Broker to Pay Dating Guru $1M
A FINRA panel has ruled that radio host Dawn Bennett is required to compensate the former client for losses and expenses.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
On Cybersecurity, Clients Have a Lot to Learn
Your clients are getting the message that they need secure passwords and that public Wi-Fi isn’t necessarily safe, but that's about all they know.