Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in Massachusetts
In one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
New Money Market Fund Rules Working as Planned: NY Fed
As a result of the new rules, money has shifted away from riskier institutional prime and muni funds into safer government funds.
6 Guidelines for Building a Client-Friendly Financial App
The Center for Financial Services Innovation has partnered with Google Play to release a guide for firms building their own fintech app.
‘Myth Busting’ Ex-Broker to Pay Dating Guru $1M
A FINRA panel has ruled that radio host Dawn Bennett is required to compensate the former client for losses and expenses.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
On Cybersecurity, Clients Have a Lot to Learn
Your clients are getting the message that they need secure passwords and that public Wi-Fi isn’t necessarily safe, but that's about all they know.
Investor Optimism Climbs to 16-Year High: Wells Fargo/Gallup
The last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
Another Casualty of Bad Retirement Planning: Worker Productivity
EBRI’s latest retirement survey found that lack of planning comes with more stress and less productivity.