3 Trends Yield Great Prospects for Retirement Plan Advisors
Lawsuits, DOL fiduciary rule, spate of bad news on actively managed funds yield an unbelievable environment for new business. Here's how to take advantage of these trends.
When Clients’ Mental Capacity Diminishes: An Advisor’s Role
Here are the signs of dementia and other forms of cognitive decline, and how advisors can help the client and her family while protecting themselves.
What Advisors May Not Know About the DOL Fiduciary Rule
Pension law attorney Marcia Wagner lays out not just the basics of the rule but some details that may surprise you.
Could Student Debt Swing the Presidential Election?
College students and their parents consider debt a bigger election issue than hot-button topics like unemployment and immigration, a poll finds, and they vote in large numbers.
BlackRock’s FutureAdvisor Announces Another Partner for Its Robo-Advisor Platform
BlackRock’s FutureAdvisor platform is adding an automated investing option for clients of U.S. Bancorp Investments.
After Olympics, Advisors Help Athletes Build Their Second Acts
ThinkAdvisor talked to two ex-Olympic athletes, including women's basketball coach Dawn Staley, and their advisors about how they built lasting financial success.
How Providers Can Better Target Female Investors
Women may be more likely “to implement long-term, goal-oriented investment strategies that do not require day-to-day trading,” a Cerulli analyst said.
How to Target Affluent Clients Online
Mass-market and mass-affluent investors are similarly inclined to use digital investment tools, but have different desires about how and when to interact with wealth managers online.
How Advisors Can Earn Next-Gen Investors’ Trust
A Jefferson National study found that the highest-earning advisors bridge the trust gap with rising-income younger investors.
Helping Clients Understand Why They Shouldn’t Fly, or Jump
There are cogent reasons why investors, like airline passengers, shouldn’t go it alone, our data shows.