In-Person Conferences Are Coming Back. Are Advisors Ready?
By Jeff BermanSeveral advisors said they'd consider hitting the conference circuit this fall, as long as they could be vaccinated in time.
February 16, 2021
Goldman Unleashes Digital Investment Platform for the MassesMarcus Invest has a $1,000 minimum and a 0.35% annual advisory fee.
February 16, 2021
IRS Sends Security Benefit an Annuity Advisory Fee Letter RulingThe company can use the letter to pay fees to advisors directly from an annuity contract's cash value.
February 16, 2021
Benartzi: 7 Tips to Get Retirement Plans Back on Track After COVID-19The behavioral finance whiz wrote a Voya Financial white paper on boosting retirement savings.
February 16, 2021
14 Most Expensive Countries for RetirementThe "retirement number" needed to live comfortably varies widely by country.
February 16, 2021
That 'Certain Something' That Gets People to Like YouHere's how to be memorable and get people talking about you — in a good way.
February 16, 2021
What Is the State of Your Practice?To succeed as a planner for other people, you need a plan for you.
February 16, 2021
How the Biden Administration Can Expand ACA Exchange EnrollmentThe head of a company that provides platforms for state-based ACA public exchange programs lays out a plan for getting people covered.