(Editor’s Note: Part 1 of a 3-part series on required minimum distributions.) By Lloyd Lofton and Gene Bond One of…
Advisor News
Engaging Hispanic Americans during Hispanic Heritage Month
Hispanic Heritage Month is an important time for financial professionals to increase their level of engagement with Hispanic Americans and provide them with the financial services they need to build and protect their wealth.
The insurance industry has made a concerted effort to stay relevant in these times of anxiety and uncertainty, with nuanced…
Economists predict ‘brief and shallow’ recession
Inflation, rising interest rates and the effects of the pandemic and war in Ukraine are driving forces behind a potential recession.
If you have clients approaching retirement who are unsure of what to do with the wealth their investment properties have generated, here are some considerations that may help as you review their long-term goals and strategy.
The advisor’s guide to client risk and insurance
In my experience, tolerance for investment risk and personal risk are going to be different for most people. As an advisor focused on personal risk, I want to help the client think through the things that create anxiety and concern were they actually were to occur.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text…
(Editor’s Note:Â Part 3 of a 3-part series on required minimum distributions.) By Lloyd Lofton and Gene Bond In the Part…
For first time in years, survey finds drop in retirement confidence
For the first time in years, an annual survey of retirement trends has found a drop in confidence with fewer Americans reporting they’re on track with savings.
Keeping up with state IRA programs across the US
However, state auto-IRA program assets have increased nearly three times since December 2020; over $450 billion in total assets and close to 520,000 funded accounts in OregonSaves, Illinois SecureChoice, CalSavers, and MyCTSavings.
Helping younger clients get the most of a good thing
It’s essential to meet younger clients where they are and help them plan for wherever their lives may take them.Â
Consumers seek trust and results in advisor relationships
Consumers are trusting financial advisors with their hard-earned money, and they are expecting something in return.
Philadelphia, USA, August 30, 2022 – Equisoft, a leading global provider of digital business solutions to the financial industry, today…
Study shows “Great Realization” may require financial guidance
The challenges Americans faced during the last two years have caused many to redefine what is most important to them and rewrite rules to chart a new path. That new journey may require some financial guidance, however.
SAN FRANCISCO – August 24th, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, and Midland National Life…
Advisors turning to LinkedIn to help grow their businesses
More and more financial advisors are turning to LinkedIn to help form relationships and grow their businesses.
A move towards title protection exposes cracks in planner qualifications
While some have simply suggested the CFP® Marks as the benchmark for being a financial planner, many have pointed out that using something like the marks as the qualification meets the definition of licensing more than of title protection.
How ‘Advocate Clients’ can grow your practice
As you continue to build relationships with clients, they can then refer you to other people within their network. There is nothing more powerful than client testimonials to show prospects that your work is effective and helps others achieve their financial goals.
