Student Loan Delinquencies Climb Despite Economic Recovery
Student loans are the only consumer debt sector where delinquencies are higher now than they were during the financial crisis, according to a new report.
Recruiting Roundup: Dynasty, LPL Affiliates Add Advisors
Meanwhile, Akron, Ohio-based Sequoia Financial Group says it is merging with RAV Financial to form a team with $3 billion in assets.
Best Age to Start Claiming Social Security? It’s Really a Gamble
It’s a hard question to answer, but one more question to ask yourself: When do you expect to die?
States Roll Out 529 Plans for Disability Expenses
Following the passage of the ABLE Act in December 2014, several states have authorized plans similar to the college savings vehicles to cover disability-related expenses.
HSAs, Medicare and Social Security: Avoiding Tax Penalties
Once eligible to receive Medicare benefits, a client can no longer contribute to an HSA, but the story doesn’t end there.
Top 4 Reasons You Better Discuss Social Security With Clients
Among them, the risk of losing clients who would rather switch to an advisor who will.
20 Best & Worst States for Working Dads
The latest study by WalletHub shows which states are good or bad at making life easier for fathers to balance family with work.
Advisor-Investor Survey Reveals Top Concerns, Priorities
Investors reveal some concerns that advisors may be missing and also reveal the most important qualities an advisor should have.
State Street Wants Congress to Mandate Employee Retirement Plan Contributions
The plan, which would pre-empt any state or municipal retirement plan, would include auto-escalation to a 12% savings rate.
Fidelity Charitable’s Annual Giving Report Identifies Opportunities for Advisors
The growth of DAFs like Fidelity’s is sending a message to advisors who want to deepen their relationships with existing clients and attract new ones.