3 Big Trends Driving Retirement Planning in the ‘New Normal’
Advisors’ successful clients learned investing from the “perfect storm” of the late 20th century, but those lessons are outdated, Philip Romero says.
Crunch Time Part II: CFP Board’s ‘D-Day’
If the CFP Board doesn’t get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
Avoid These Mistakes When Working With Widows
The most innocuous, well-meaning comment can grate on a newly minted widow or widower.
Fiduciary Rule Readiness Check: June 9 Effective Date
With the DOL fiduciary rule applicability date now here, it is crucial that advisors understand what that actually means.
Wealth Advisor, Heal Thyself: 5 Symptoms Causing Advisors Pain
To help advisors understand how to get their valuable time back, they first need to diagnose their biggest pain points.
Is Giving Clients Free 401(k) Advice Your Hobby?
Both you and your clients deserve a valued and valuable look at their company 401(k) retirement plan assets.
To Involve the Family in Financial Planning, Start With These 3 Topics
These tips will help you engage the next generation of clients in planning for the most critical financial stages in life.
Investors Are Under Siege
It is not a single item, or event, but the fact that we are being bombarded with supersized issues everywhere.
5 Ways to Discuss Fees on Your Website Without Scaring Prospects
Advisors have been notoriously wary of mentioning fees, but two factors have made that a bad approach: robo-advisors and millennials.
Beware the Working Retirement Tax Penalty
The question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.