10 Best States for Military Retirees: 2015
WalletHub ranks the best states for former servicemembers based on their economies, quality of life and health care.
George Kinder: Life Planning Is the Future—The 2015 IA 35 for 35
"It's really impossible to be a fiduciary without being a life planner," Kinder says.
Clients Want Personalized Service, Not Just Returns: Hartford Funds
Advisors need to create context for wealth and what it means for clients' retirement lifestyle, a survey found.
Exemptions Provide Key to Unlocking DOL Fiduciary Rules
Understanding the exemptions to the proposed DOL fiduciary rules can be as important to the advisor’s practice as the rules themselves.
5 Ways to Help Employees Boost Retirement Savings
Employers worry about pushing their employees too hard to save, but there are some ways they can help, Northern Trust says.
Deena Katz: Process Over Product — The 2015 IA 35 for 35
"In the early days, we charged for transactions and gave away advice," recalls Katz. "Today, we do just the opposite."
Retirement Solutions for Small-Business Owners
Small-business owners have a lot of flexibility in helping their employees save for retirement, according to Chris Carosa of FiduciaryNews.
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35
The pioneer of pay-by-the-hour financial advice, who started her practice on April Fool’s Day in 1998, is glad she ignored the naysayers.
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35
When Harold Evensky started in the financial planning business he was doing “yellow pad planning,” literally using a yellow pad of paper and a pen to map out clients’ financial plans, he told Investment Advisor in April.
Retirement Is Changing to—Working?
Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so they’re adding a fourth leg: work.