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News, trends and helpful peer advice for financial advisors.

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June 7, 2023
Image of man in business clothes sitting in the lotus position. Follow-through: 10 expert tips on how to accomplish your goals.

Follow-through: 10 expert tips on how to accomplish your goals

While most advisors have tools and experience to help them stay organized, the follow-through on goals tends to be the real challenge.

Business owners want help from financial advisors, Nationwide study reveals

June 6, 2023

Like most American consumers, small and mid-size business owners are increasingly concerned about economic conditions in the U.S., with two-thirds of them expecting a recession in the next six months, according to a new Nationwide Retirement Institute survey.

Her mom died in 2016, but she kept collecting her retirement benefits, feds say

June 6, 2023

By January 2020, she had stolen at least $50,210 in Social Security Administration Retirement Insurance Benefits paid to her mother, according to the U.S. Attorney’ s Office for the District of Massachusetts. McClatchy News contacted a public defender representing her for comment on June 5 and didn’ t receive an immediate response. Although prosecutors have…

Money Matters: Do's and don'ts in planning for retirement

June 5, 2023

Don't be shortsighted when it comes to planning for retirement. When you're making financial decisions, especially for your golden years, you definitely want to make them with a long-term perspective. One of the first realizations people must consider is that retirement could encompass a period of 20 to 30 years for some people.

Utah woman pleads guilty to running $5M securities fraud on investors

June 5, 2023

The U.S. Attorney for the District of Utah, Trina A. Higgins, issued the following news release on June 2, 2023:. A Utah woman pleaded guilty Tuesday to securities fraud and admitted she devised a scheme intended to defraud investors and obtain money and property, under false pretenses, to benefit her company, ProSky Inc.. From February 2015 through February 2020, in…

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