Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
Are Boomers Ready to Retire? It’s Complicated
Boomers are heading into retirement with some trepidation, according to a report from Jackson.
3 States That Shuttered Pension Plans and Paid for It: NIRS
A National Institute on Retirement Security analysis shows that switching from pensions to DC plans might not fix underfunding problems.
Kahneman: Clients Driven by Losses, Not Gains
Advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
We’re Living Longer — Get Ready to Pay for It
ERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.
12 Best & Worst Broker-Dealer 401(k) Plans: 2015
Using BrightScope data, we ranked 12 big firms on the tools they give their own employees to prepare for retirement.
Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
Tell Your Clients: Stocks Won’t Go Up Forever
The human brain is naturally wired to want to invest more in top performing assets and to pull out of assets that have performed badly.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
Boomer Demand for Annuities to Stay High Despite Low Rates
Boomers are good for annuities.