Generation Z isn’t sitting on the sidelines when it comes to their finances.
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IRI pitches retirement agenda to Jeffries as democrats shape affordability platform
IRI is urging House Democratic Leader Hakeem Jeffries to include retirement-security proposals in Democrats’ affordability agenda.
Help child-free clients plan for their later years
The number of child-free couples in the U.S. is increasing rapidly, creating a niche market for financial planners interested in helping them set and achieve their financial-planning goals.
When a new investment trend emerges, Generation Z is the generation most likely to get in first, even when doing so comes with greater risk
Could ‘plain English’ become an advisor’s secret weapon?
Advisors say their clients deserve a clear picture of what their policy covers and what it does not, and why that information matters.
IRI urges Senate action on 403(b) parity legislation
The Insured Retirement Institute is urging Senate leaders to move forward with legislation that would expand investment options for people saving in 403(b) retirement plans.
Three estate planning ideas to protect your clients and their wealth
A basic estate plan can easily cost thousands of dollars, yet many families never take the next step to address the unique circumstances surrounding their wealth and family.
What advisors must know about accessible client documents
An accessible client document delivers its full information to any reader, regardless of how they perceive, navigate or process content.
Your client texted. Now what? The compliance rules advisors better know
Many individuals prefer texting for both personal and business purposes, so advisors are likely to receive texts from clients.
Helping small-business owners build, grow and exit
An increasing number of small-business owners are looking beyond traditional retirement plan support when using financial advisors and are turning to them for financial planning that expands their access to a wide range of plans.
Help women break through their retirement roadblocks
Women represent one of the most significant opportunities in financial planning, but advisors must help women build and protect their financial independence.
SEC pushes Vanguard Fair Fund distribution plan to 2027.
What to do when adult children become the client
The most significant gap that tends to emerge when adult children take over their parents’ finances is long-term care and other related health care expenses.
Judge rules insurers not liable for Newport Group’s AME Church pension lawsuit
A judge has ruled that three insurers do not have to provide coverage for Newport Group’s potential liabilities from a retirement plan dispute.
Why vacation homes are becoming a major blind spot for advisors
Too often, advisors only focus on a client’s primary residence and overlook their vacation or second home.
The rise of the ‘gray divorce’ insurance client
A gray divorce, typically couples who are age 50 and older, can be one of the biggest financial transitions someone experiences.
Succession planning: Building the future of your practice
Advisors would be wise to heed their own advice when it comes to planning for the transition of their business.
From loss to security: Supporting widowed clients with life insurance
The loss of a spouse can shake a client’s emotional and financial foundation. That’s why a life insurance conversation is vital.
Plan now for lower Social Security benefits later
Addressing the Trust Fund’s solvency shortfall will come with a cost for future retirees.
The conversation almost no advisor is having yet
You built your practice on having the hard conversations everyone else avoids. This is simply the one you haven’t added yet.
