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News, trends and helpful peer advice for financial advisors.

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Exiled Chinese billionaire accused of fraud seeks house arrest in Greenwich

April 5, 2023

Wengui, 54, who was arrested on an indictment last month under the name Ho Wan Kwok, is in federal custody at the Metropolitan Detention Center in Brooklyn, N.Y., facing several charges, including wire and securities fraud and money laundering. In court documents, the government said Wengui was known to travel between his Greenwich home and others in New York City…

April 4, 2023
Image of man appearing very nervous with many words relating to economic woes, such as inflation. overlaying his image. Tax return anxiety adding to banking customer jitters, says J.D. Power survey

Tax return anxiety adding to banking customer jitters, says survey

Banking customers already jittery about high inflation and fears of a recession have added tax returns to their anxiety list as filing deadlines approach, according to a survey by J.D. Power.

Investor satisfaction with full-service advisors crumbles as markets fall, J.D. Power finds

April 4, 2023

Investor satisfaction with full-service investment advisors plunged 17 points (on a 1,000-point scale) year over year, according to the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study.

Credit card debt is rising rapidly. Here's how to manage it

April 4, 2023

Have you felt increasingly overwhelmed by the growing numbers on your monthly credit card bills? Between December 2021 and December 2022, total balances jumped by $130 billion, the largest annual increase the Federal Reserve had ever seen. Because they don't have that help anymore and groceries and medical bills are costing more, "said Sara Rathner, a credit…

April 4, 2023
Image of the words "Danger Zone" with cash coming out of slot between the words.

Fidelity analysis finds a ā€˜danger zone’ for employees cashing out 401(k)s

The ā€œdanger zoneā€ for employees fully cashing out of their retirement savings plans is 30-39 years old, according to recent analysis based on more than 20 million Fidelity 401(k) participants.

IRS: New schemes targeting high-income tax filers

April 3, 2023

As part of the IRS annual Dirty Dozen, these potentially abusive arrangements involve things like Charitable Remainder Annuity Trusts and monetized installment sales. "The IRS remains concerned about abusive tax arrangements, and they remain a focal point for our enforcement efforts," said IRS Commissioner Danny Werfel. " This highlights day ten in the IRS…

Liz Weston: Will you face a tax bomb in retirement?

April 3, 2023

The money you’ re stuffing into your 401 and other retirement accounts has to be withdrawn someday. If you’ re not strategic about how you save, you could face unnecessarily high tax bills and inflated Medicare premiums in retirement— plus, you could be saddling your heirs with higher taxes. ā€œYou do not want to be in the position as some clients are that all of their…

Jill On Money: Bank failures put Fed in the hot seat

April 3, 2023

Federal Reserve officials were under fire as they convened their two-day policy meeting, during which they decided to raise short-term rates by a quarter of a percentage point to a peak benchmark range of 4.75% to 5%. Despite uncertainty in the banking sector, the Fed said that still-high inflation required action. The rate decision, along with events of the…

April 1, 2023
golden nest egg atop a spiraling maze in the style of MC Escher

Helping clients navigate difficult estate-planning conversations

Advisors may know the importance of estate planning, but that doesn’t make it easier to have difficult estate planning conversations.

How to enhance your client’s retirement plan through the SECURE 2.0 Act

March 31, 2023

The newly-enacted SECURE 2.0 Act contains significant changes that may affect how you plan for retirement. The bill, passed by Congress and signed into law by President Biden in late 2022, could help you bolster your retirement savings and income strategy. Distributions must commence by April 1 of the year after turning 73..

March 31, 2023
Smiling, confident looking woman standing in front of men

Creating financially fearless female investors

Women face a number of financial challenges but female investors also represent an opportunity for advisors.

Todd Shea: Have your clients considered putting their property into a trust?

March 30, 2023

Transferring property ownership to a trust is one of California's most popular estate planning techniques. In the Santa Barbara area, many of the homes we come across as Realtors are owned in a trust. In California, having assets in a trust has several advantages, such as avoiding probate, maintaining privacy, offering asset protection, allowing for flexibility,…

Fed’s Barr acknowledges oversight lapses before SVB failure

March 30, 2023

The Federal Reserve's top bank regulator on Wednesday said that supervisors could have done more to keep tabs on Silicon Valley Bank before it collapsed earlier this month. The acknowledgment from Michael Barr, the vice chair for supervision at the Federal Reserve, was the most direct yet by a government official of possible oversight lapses leading up to the…

What happens if you work while receiving Social Security?

March 30, 2023

Dear Savvy Senior, I started drawing my Social Security retirement benefits back in 2021 when I was forced to retire early, but I’ m now interested going back to work part-time. Dear Back, You can collect Social Security retirement benefits and work at the same time but depending on how old you are and how much you earn, some or all of your benefits could be temporarily…

Layin' It on the Line: Why basic bank accounts are the worst for retirement savings

March 30, 2023

Little better than keeping money under the mattress, the idea that bank accounts are the best way to save for retirement is a myth. In reality, they are one of the worst options out there. By keeping your money in a savings account, you're missing out on potential earnings and losing purchasing power to inflation.

March 30, 2023
Illustration of a nicely dressed man sitting in a giant $100 bill folded, origami-style, like a boat, sitting atop a pile of cash and coins. What a financial advisor needs to know to serve high-net-worth clients.

What financial advisors need to know to serve high-net-worth clients

Top financial professionals share advice on what a financial advisor needs to know to serve high-net-worth clients.

What happens if your clients work while receiving Social Security?

March 29, 2023

Dear Savvy Senior, I started drawing my Social Security retirement benefits back in 2021 when I was forced to retire early, but I’ m now interested going back to work part-time. Dear Back, You can collect Social Security retirement benefits and work at the same time but depending on how old you are and how much you earn, some or all of your benefits could be temporarily…

Fed official: Bank rules under review in wake of SVB failure

March 29, 2023

WASHINGTON- The Federal Reserve's bank supervisors warned Silicon Valley Bank's management as early as the fall of 2021 of risks stemming from its unusual business model, a top Fed official said Tuesday, but its managers failed to take the steps necessary to fix the problems. The Fed official, Michael Barr, the nation's top banking regulator, said during a Senate…

Lawmakers open to Biden’s call to claw back SVB executive pay

March 28, 2023

Democrats and Republicans are unlikely to come together to tighten bank regulations following the collapse of SVB of Santa Clara, California, and Signature Bank of New York City, but members of both parties say they're open to legislation that would punish executives for their role in the bank failures. Democrats are toying with ideas that would…

March 28, 2023
Illustration of many small figures walking across a giant $100 bill. Clear pricing is what Americans want most from financial services firms.

‘Clear fees’ cited as most important for financial services firms

Americans cite ā€œclear and understandable feesā€ as the No. 1 thing they want from financial-services firms, with a higher importance placed on pricing considerations than at any time since 2010.

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