BrightScope’s AdviceMatch Connects Clients With Advisors, Robos
BrightScope has launched a new product, AdviceMatch, that helps consumers determine whether a human advisor or an online platform is a better fit for them.
6 Smart Tips for Working With Millennial Financial Advisors
Millennials can help you grow and sustain your practice, so let them do what they do best.
Stop Checking Your Retirement Portfolio So Often: Columbia Study
To improve returns, advisors should help retirement clients build an appropriate portfolio and then "encourage them to be inattentive," a Columbia professor says.
The $500 Divorce: Kotlikoff’s New Service Offers Financial Balancing Act
Gadfly economist and Social Security expert Laurence Kotlikoff says service will enable divorcing couples to maximize their financial outcomes and limit financial feuding.
15 Best Foreign Countries for Retirement: 2015
International Living's index ranks countries for those seeking a different type of retirement or one that is just more affordable.
Short-Term Care Insurance: An Efficient Alternative to LTCI
STCI, also known as recovery insurance, is essentially a form of critical care insurance that functions much like long-term care insurance.
Gen Y Wants It All, and They’re Willing to Pay for It
Young investors seem to have a “you get what you pay for” mentality, according to a recent report from Corporate Insight that surveyed retail investors.
Money Anxiety Index at 6-Year Low: The Implications for Advisors
Advisors who want a better grasp on financial confidence should be looking at what people actually do with their money, not just what they say.
Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.