Merrill Clear Adds Client Travel Service, Boosts Training
The firm adds travel services for clients and longevity training for advisors.
Just 35% of Pre-Retirees Turn to Advisors: TIAA-CREF Survey
Even fewer of those polled say they have calculated their retirement income needs.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
H.D. Vest Rolls Out Financial Planning Software for Advisors
The software gives its nearly 5,000 advisors more access to information on client assets, even those held at other firms.
Americans Worry About Finances, but Just 1 in 3 Work With Advisor
Northwestern Mutual poll finds 66% of individuals lack a financial plan, though many recognize its value.
Why Financial Planning Remains the Right Thing to Do
After 20 years as an advisor, providing a thorough, objective financial plan — not a sales tool — remains the core of what I offer.