HNW Individuals’ Lax Security Easy Target for Fraud
Executive impersonation is up more than 100% in the past 6 months, David Stender of M&T Bank says.
Betterment Renames, Restructures Its Advisor Platform
Betterment Institutional becomes Betterment for Advisors and will offer ETFs from Vanguard and ETFs from Goldman Sachs.
8 Financial Mistakes Couples Make That Could Derail Retirement
Whether it's a failure to communicate or a lack of action, couples are making big mistakes when it comes to saving for retirement.
7 Questions Advisors Should Ask After a Data Breach
The Consumer Federation of America created a checklist to help companies determine what to do after a data breach occurs.
7 Tips to Maximize Social Security Benefits From an Ex-SSA Director
With all of the rules and changes in Social Security, Kurt Czarnowski offers tips and advice to advisors.
10 Common Financial Mistakes College Freshmen Make, and How to Avoid Them
Remind your clients with kids in college that those 'first years' should establish good habits from the beginning, especially when it comes to their money.
Betterment Study Urges Strong Oversight of Advisors Working With 401(k) Plans
The study, conducted by Forrester Consulting, recommends that employers demand more information on 401(k) fees and investment decisions from advisors.
If Advisors Get Dementia, What Happens to Their Clients?
Advisors hopefully have a plan for clients who show signs of dementia, but what happens if advisors’ own decline prevents them from fulfilling their duties?
Why Pro Athletes Squander Their Money; How Advisors Can Help
Former baseball pro and now CFP Erik Averill says few of his advisor peers have the skills to adequately serve professional athletes.
3 Trends Yield Great Prospects for Retirement Plan Advisors
Lawsuits, DOL fiduciary rule and a spate of bad news on active funds yield an unbelievable environment for new business. Here's how to take advantage.