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News, trends and helpful peer advice for financial advisors.

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November 25, 2024

Year-end planning errors retirees should avoid

Year end is a great time to make sure retirement savings strategies are optimized.

November 20, 2024

Social cultivation: How to talk with wealthy prospects

Social cultivation is the name of the game when it comes to developing relationships with wealthy prospects.

November 19, 2024
Photo illustration of a person sitting at a desk with many financial papers, with a large question mark superimposed over the scene. How-important-is-a-written-financial-plan.

How important is a written financial plan?

Financial advisory practices that incorporate comprehensive services, including a written financial plan, are more successful.

November 19, 2024
Image of a diverse crowd of people standing in front of the Capitol building in Washington, D.C.

Coalition wants to advise people impacted by policy changes in new administration

An advisor is forming a coalition of professionals to support underserved groups and said he was inspired to do so by the Nov. 5 election results and concerns from clients about what policy changes a new administration and a new Congress could mean for them.

November 15, 2024

Diagnosing miscommunication in retirement planning

By Curtis V. Cloke When presenting a concern to a doctor, they typically ask questions to better understand symptoms and…

November 15, 2024
Illustration of two political figures against a backdrop of the American flag and the U.S. Capitol. Election-creates-an-opportunity-for-advisor-client-dialogue.

Election creates an opportunity for advisor/client dialogue

The post-election period provides advisors to engage in a discussion with their clients on financial issues that are impacted by the election and issues that are not.

November 14, 2024

Trump 2.0: Planning around uncertainty

While we should take the president-elect at his word and trust that he will do everything he can to ensure promises made will be promises kept, there are known unknowns.

MDRT study: Nearly half of financial advisors’ clients seek financial advice on social media

November 14, 2024

Whether they have an advisor or not, men and younger generations are more likely to seek financial advice from social media.

EBRI study uncovers concerning trends in retirement spending

November 14, 2024

Results from the 2024 Spending in Retirement study released today by the Employee Benefit Research Institute uncovered concerning trends on dampened spending expectations due to lack of sufficient savings, inflationary pressures and rising credit card debt.

November 7, 2024
Image shows a collage of money and a brain
Strong financial literacy can help Americans avoid money mistakes.

Innovative financial literacy’s greatest hits

By Steve Oniya “An investment in knowledge pays the best interest.” — Benjamin Franklin  The OM Investments’ Achieving Life and…

November 7, 2024
Illustration of young adults looking out over a vast landscape with a complex maze. Gen-Z-not-following-the-typical-path-to-retirement.

Gen Z not following the typical path to retirement

Many members of Gen Z are not following the traditional path to retirement, according to a study by the TIAA Institute.

November 4, 2024
Illustration showing a person filling out a questionnaire. Survey-finds-some-support-for-DOL-fiduciary-rule.

Survey finds some support for DOL fiduciary rule

A new survey of financial professionals shows surprising and almost uniform support for the Department of Labor’s Retirement Security Rule

Workers still concerned about financial well-being

November 1, 2024

Results from the 2024 Workplace Wellness Survey published by the Employee Benefit Research Institute and Greenwald Research found worker concerns about well-being are trending downward, yet half still express at least moderate concern about their financial well-being.

November 1, 2024

Transferring generational wealth involves more than financial assets

Family dynamics, philanthropic goals and the family’s legacy all play a part.

Most preretirees believe they’ll need a bigger income in retirement

October 31, 2024

More than half of those who are not yet retired say they expect their monthly income in retirement will need to be the same or more as their current monthly income to retire comfortably.

October 31, 2024
Image of a person dialing down risk on a "Risk" dial. Investors-reduce-risk-in-reaction-to-market-volatility.

Taming market volatility risk is a must for investors

Americans see risk reduction in the face of market volatility as their key requirement for financial advisors.

October 30, 2024
Image shows a dictionary definition of "Commission."
The SEC says a Massachusetts advisor sold inappropriate annuities to his clients.

Advisor to SEC: show the court your guidance on commission payments

A Massachusetts financial advisor also licensed as an insurance agent is asking a judge to force the Securities and Exchange Commission to back up its stance on commission payments.

Americans Lack Plans for Retirement Income, Allianz Life Study Finds

October 29, 2024

Many Americans lack a plan for how they will draw from their retirement savings for income in retirement and worry about the funds lasting for their lifetime, according to the 2024 Annual Retirement Study* from Allianz Life Insurance Company of North America. “If you don’ t know how you will draw from your retirement assets for income, then you aren’ t ready to retire,”…

October 29, 2024

Turning political uncertainty into portfolio gold

The inevitable market volatility that accompanies political transitions is both a cause for concern and a chance for strategic investment.

October 28, 2024
Image of a business advisor leaving a building looking upset, with the words "You're Fired" overlaying the image. Why-clients-fire-advisors-and-why-they-keep-them

Why investors fire advisors (and why they keep them)

Common wisdom states that investors fire their advisors because of unhappiness with their returns. But that’s not always the reason, two Morningstar behavioral experts said.

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