Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
On Claiming Social Security, Most Americans Don’t Know Much
Most people nearing retirement don’t realize what a critical decision they have to make when it comes to claiming their Social Security benefits.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
Preparing Your Clients for the Digital Afterlife
Estate planners have started to see more clients’ digital assets outlive them, and they’re now tasked with helping families manage that digital legacy.
New Website Lists Consumer Reviews of Financial Advisors
A new online service touts itself as a social network for financially minded individuals.
New Spectrem Service Connects Investors and Financial Advisors
Spectrem’s Millionaire Corner has introduced an online service called Find an Advisor.
Dr. Kent Smetters: The 2012 IA 25 Extended Profile
A good argument could be made for excluding Wharton professor Kent Smetters from the IA 25.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
401K GPS Brings 401(k) SOS to the Masses
401K GPS has launched a unique, online service designed for individuals and small businesses to manage their 401(k) retirement accounts.