How to Segment Your Client Base for Digital Engagement
Mass-market and mass-affluent investors are similarly inclined to use digital investment tools, but have different desires about how and when to interact with wealth managers online.
Finding the Best Options for Lump Sum Pension Buyouts
How to help clients presented with lump sum windows from pensions decide whether to take the lump sum and how to invest it.
Mending the Gratitude Gap
You’re going to find this column more personal than usual, because the subject is one I’ve been thinking about more and more.
The Post-70 ½ Retirement Plan Contribution Rules
By the time many clients reach age 70 ½, they are ready to enjoy retirement and are well aware of the obligation to begin taking required minimum distributions (RMDs) from various retirement accounts.
Female Investors Don't Lack Confidence; They Just Have High Standards: Study
A recent survey by United Capital suggests that the common idea that women lack financial confidence is malarkey.
Does Banking Deserve Its Bronze Medal From the WSJ?
The Wall Street Journal’s take on the public’s feelings about Wall Street squanders a huge opportunity to address consumers' continuing distrust of the industry.
8 Best Foreign Retirement Destinations
The Retire Overseas Index identifies some lesser-known cities and regions for retirees to explore.
Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity
That's a 6% increase over last year, Fidelity reported. Meanwhile, HSAs' popularity is soaring.
Social Security Turns 81
The program helps to finance the retirement of more than 40 million Americans but needs fixing to avoid payment cuts of 25% by 2034.
Morningstar to Help BDs Manage Small 401(k)s
Morningstar Plan Advantage will let broker-dealers offload the fiduciary responsibility of managing defined contribution retirement plans.