Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
By Michael E. KitcesWhat if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
August 19, 2014
Don’t Take Retirement Advice From the Social Security AdministrationIts not that SSA employees wont give advice on how and when to claim benefits; its that they cant. So make sure you step up.
August 19, 2014
Who Makes Better Funding Choices: Crowds or Experts?Two Ivy League researchers compared crowdfunding and expert evaluation of proposed theater projects. Here's what they found.
August 15, 2014
Under the Hood: Protection From Cyber-Crime and Identity Theft—What You Need to KnowFinancial advisors are increasingly targeted by identity thieves, so it's more important than ever that advisors protect their clients assets and information.
August 12, 2014
Securities America Grabs 2 Advisors With $93M in AUMThe Virginia-based brokers come from VALIC, an AIG affiliate, and join Investor Securities Group, one of Securities America's largest branches.
August 04, 2014
Older Workers More Anxious Than Retirees About Financial FutureDespite having significant nest eggs, pre-retirees are more likely to fear financial struggles in retirement than those already retired, T. Rowe Price found.
July 31, 2014
Distribution planning for the senior demographicAs 10,000 people retire every day for the next 20 years, advisors will witness the greatest retirement surge in history.
July 31, 2014
Distribution planning for the senior demographicAs 10,000 people retire every day for the next 20 years, advisors will witness the greatest retirement surge in history.