Building Rapport with Partnered Clients: How to Bring Both into the Retirement Planning Conversation
Even though women live longer, they tend to plan under the same circumstances as men.
10 Most Tax-Friendly States for Retirees: 2017
You can’t always judge a retirement place by its weather, although low taxes in some northern states may warm a retiree’s heart.
How Psychographics Can Help You Better Advise Female Clients
With psychographics, advisors are less likely to fall back on boilerplate solutions for their female clients.
Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up Contributions
The bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
Will More Firms Leave Broker Protocol?
After Morgan Stanley's exit, the recruiting scene could shift in a variety of ways, says one industry watcher.
11 Facts to Know About Catch-Up Contributions
As the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
Jackson Enters Private Wealth and Trust Market: Portfolio Products
Millennium Trust and Paychex team up on a new Simple IRA offering for small businesses.
Securities America Nabs $1.7B OSJ From National Planning Corp.
Two Ladenburg Thalmann-owned BDs have landed billion-dollar groups.
2018 Social Security COLA to Be Wiped Out by Medicare Premium Hike
Most or all of the 2% COLA will be spent on the expected increase in Medicare premiums, according to The Senior Citizens League.
‘Financial Caregiving’ Is Widespread and Expensive
"Financial caregiving" is a near-universal part of elder care but has remains largely unexamined. Merrill and Age Wave studied more than 2,000 caregivers.