Advisors Have a Major Blind Spot on Retirement Income Planning
By Zach ParkerClients' needs in the distribution phase are just as varied as in the accumulation phase. Here are three ways to adapt.
August 15, 2018
SEC Hits Ameriprise Over Theft by RepsAccording to the SEC, five Ameriprise reps stole more than $1 million in retail client funds.
August 15, 2018
FPA, in Effort to Save CFP Credential, Joins New CoalitionNew Professional Certification Coalition seeks to stem efforts to enact legislation designed to undermine certifications developed or offered by private certification organizations.
August 14, 2018
Allianz Life Joins Envestnet PlatformThe second insurance company to join the exchange will offer its full portfolio of annuities.
August 13, 2018
How a Veteran Advisor Went Indie and Boosted His Assets 20%Longtime wirehouse advisor Tim Davis tells ThinkAdvisor what he thinks is the key to a successful transition to independence.
August 13, 2018
2 Ways the New Tax Law Hurts Financial Planners and InvestorsFPA is urging Congress to make changes to the law, including to the rules for the new pass-through business deduction.
August 10, 2018
Wirehouse Headline Woes Are Fueling the Independent MovementThe branding advantage wirehouse advisors once enjoyed has eroded due to a decade of scandals.
August 08, 2018
4 Ways to Boost Your Human Touch (and Stay Ahead of Robos)While using technology is helpful, advisors can succeed most by investing their time and talents in clients relationships.