Investors Say No to FINRA’s CARDS Plan
"Data from this survey reveals that investors have serious concerns about the CARDS proposal and the risks such a system could pose to their privacy," says SIFMA CEO Bentsen.
Under the Hood: What You Need to Know About Sequence of Returns in Retirement
The order of a portfolio’s returns is just as important, if not more so, than the amount of those returns, especially in retirement.
Use of TDFs Surges in 401(k)s
The use of TDFs in 401(k) plans has risen considerably from 2006-2012, according to a new study from BrightScope and ICI.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
How Will AUM Advisors Weather the Next Market Downturn?
With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
For Investors, Guaranteed Retirement Money Trumps Growth
Concern over retirement income far outweighs investors’ interest in portfolio growth.
Court Blocks Restrictive State Medicaid Annuity Practices
An Ohio federal court ruling suggests the way may be clearing for clients who wish to use Medicaid-compliant annuities in their long-term care planning.
Clients Showing Signs of Dementia: The Advisor’s Role
Don’t drop your aging clients at the first sign of cognitive impairment. Alternatives exist if you’re prepared.
9 TED Talks Every Financial Advisor Must Watch
The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet!
Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.