Most Consumers Use Mix of Technology, Live Advice: Report
It's easier for small robos to "optimize" client service, but that doesn't mean more traditional firms can't compete, Hearts & Wallets says.
The Post-70 ½ Retirement Plan Contribution Rules
A client may wish to continue contributing to retirement past the age when RMDs begin, but cannot always contribute after reaching age 70 ½.
4 Critical Aging Issues the Next President Must Tackle: Ken Dychtwald
Age Wave founder Ken Dychtwald has some questions for Hillary Clinton and Donald Trump.
Clinton vs. Trump: 2 Wildly Different Tax, Economic Plans
Moody’s economist Mark Zandi analyzes how the candidates’ plans on taxes, trade and immigration would affect the economy.
Why Advisors Should Care Who Clients Follow on Twitter
Investors following social media can quickly form opinions that lead to actions that might not necessarily be to their advantage.
10 Best Places for Boomers to Work: Fortune
As older workers stay in the workforce longer, Fortune identifies companies that appeal to boomer workers.
Republican-Led Social Security Bill Would Raise Taxes. Yes, You Read That Right.
The S.O.S. Act contains provisions disliked by Democrats and Republicans. Policy experts have received it warmly
Best Age to Start Claiming Social Security? It's Really a Gamble
All you have to do is Google the phrase “When is the best age to take Social Security?” and you’ll get endless advice on the perfect timing for taking Social Security, even though not one single advice-giver knows anything about you.
How to Handle Client Setbacks: Advice From 6 Industry Gurus
Anyone in the planning business knows the humbling adage, “Man proposes, but God disposes.” Or more colloquially, “Stuff happens.”
Selling Fiduciary Advice to Confused Investors
Ron Rogé's early '90s fee-only campaign inspired hundreds of articles in the mainstream financial press about the benefits of fee-only advice.