How to Attract and Keep the Next Generation of Clients
One perhaps surprising finding: Millennials tend to work with older advisors. But experience alone is not enough to keep them happy.
Schwab to Unleash No-Fee Robo-Giant
Schwab Intelligent Portfolios for retail investors with as little as $5,000 are set to come early next year, followed by an RIA version.
Helping Retirees Dodge the Medicare Income-Based Surcharge
You can alter a client’s investments to generate income that is excluded from Medicare’s income calculation, but the time to plan is now.
Bad Stock-Market Timing Fueled Wealth Disparity
Millions of Americans inadvertently made a classic investment mistake that contributed to today's widening economic inequality: They bought high and sold low.
Bob Rodriguez: New Great Recession Coming in 3 Years
The country is treading a tenuous path toward another disaster of massive proportions, according to legendary fund manager Bob Rodriguez.
Taking Retirement Strategy Personally
The “best” retirement investment does not exist.
Get Ready for Clients Who Keep Living
4 scenarios for longevity and financial advice.
Starting Over When a Nest Egg is Gone
Losing a retirement portfolio is devastating—but recovery is possible, with the right financial advice.
The New Retirement Dream: Relocation
Moving where money goes further has gained popularity as a retirement strategy.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.