Wells Fargo’s Wimbish: Navigating the 30-Year Retirement
Wells Fargo retail retirement director Karen Wimbish on guiding clients not just to retirement, but through it, and the firm's new Income Center.
Almost Half of Boomers Think Retirement Plans Are Free
Almost half of boomers think they don’t pay any fees in their retirement account, according to a survey released Monday by Rebalance IRA.
The Critical Importance of Asset Coordination in Retirement Planning
Failing to account for Social Security in the retirement portfolio is a major fiduciary fail, putting the client’s retirement and the advisor’s business at risk.
5 Real Estate Mistakes Retirees Make
Most people heading into retirement inevitably make some sort of real estate decision. Be sure your retiring clients don't make these mistakes in the process.
Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Financial Abuse Starts With Friends and Family, Not Strangers
Americans think they have a clear idea of where financial abuse against seniors starts, but they are wrong, a survey from Allianz Life found.
5 Critical Marketing Questions Financial Advisors Must Ask Themselves
Many advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they aren’t asking the right questions.
5 ‘Whys’ for Commercial Real Estate Investing
Commercial real estate is a unique asset class that warrants consideration by investors given its many benefits.
Don’t Let Medicare Surcharges Take a Bite Out of Clients’ Retirement
New white paper offers strategies to reduce Medicare surcharges and increase net retirement income.
Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.