Wells Fargo Adds 11 California Reps With $1B in AUM
The wirehouse taps a new communications chief, as independent firms hire recruiters, portfolio managers.
Criminal Hacktivity: Why You Need Cyber-Insurance
It's not a big slice of the market yet, but cyber-risk insurance is growing as more businesses realize that it's really not optional these days.
Financial Planning and Hiking on Half Dome
Reflections on a challenging Yosemite hike.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
DC Update on SEC User Fees, an SRO and Third-Party Exams
It will be difficult to enact any legislation in this Congress, but I predict that the RIA user fee bill will gain co-sponsors, including Republicans.
Advisor: Do You Have an Abundance or a Scarcity Mindset?
What's true for clients is true for advisors. How you view the world—with an abundance or a scarcity mindset—makes a difference in your behavior. Choose.
Factoring Medicare Part B Premiums Into Financial Plans
Since I’ve built my own financial planning software, I can forecast clients’ Medicare Part B premiums as part of their future expenses in retirement.
Gen X Retirement Worse Than Boomers’? Check Your Math, Says EBRI
EBRI recently challenged studies from Pew and the Center for Retirement Research that concluded Gen Xers’ retirement prospects were in worse shape than baby boomers'.
Under The Hood: Medicare Parts A, B, C and D—What You Need to Know, Pt. 1
A primer on the four different parts of the Medicare system and their origins, growth, options and cost.
5 Big Life Events Driving Clients to Seek Advice
People who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.