Summer Travels That Include Peace of Mind
Summer is when my family takes vacations together, which is likely the case in your family as well.
How to Handle Client Setbacks: Advice From 6 Industry Gurus
Anyone in the planning business knows the humbling adage, “Man proposes, but God disposes.” Or more colloquially, “Stuff happens.”
Selling Fiduciary Advice to Confused Investors
Ron Rogé's early '90s fee-only campaign inspired hundreds of articles in the mainstream financial press about the benefits of fee-only advice.
Best Age to Start Claiming Social Security? It's Really a Gamble
All you have to do is Google the phrase “When is the best age to take Social Security?” and you’ll get endless advice on the perfect timing for taking Social Security, even though not one single advice-giver knows anything about you.
Top Portfolio Products: ARK Launches 3D Printing ETF
The PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
How to Save Retired Clients Thousands in Medicare Costs
Wealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
Investors Are Getting Ripped Off on Index Fund Fees, Lawsuits Say
New York Life employees allege that its MainStay S&P 500 index fund in their 401(k) has much higher fees than comparable index funds.
A Tale of Woe: Boomers Trying to Build a Retirement Nest Egg
Eight in 10 boomers don't know the amount of pre-retirement income they’d feel comfortable living on into their golden years.
What Financial Firms Can Learn From Fitness Trackers
Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
25 Best Countries for Retirement Security: 2016
Is the U.S.A. number one? Not even close when it comes to its retirement system, according to Natixis.