Social prospecting involves being in the right place, making new social connections, getting to know people over time and introducing business when appropriate. It starts with that initial conversation.
How you can keep taxes from taking a bite out of your client’s retirement portfolio.
Year end is a great time to make sure retirement savings strategies are optimized.
Social cultivation is the name of the game when it comes to developing relationships with wealthy prospects.
Financial advisory practices that incorporate comprehensive services, including a written financial plan, are more successful.
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.
By Curtis V. Cloke When presenting a concern to a doctor, they typically ask questions to better understand symptoms and…
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.
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.
Whether they have an advisor or not, men and younger generations are more likely to seek financial advice from social media.
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.
By Steve Oniya “An investment in knowledge pays the best interest.” — Benjamin Franklin The OM Investments’ Achieving Life and…
Many members of Gen Z are not following the traditional path to retirement, according to a study by the TIAA Institute.
A new survey of financial professionals shows surprising and almost uniform support for the Department of Labor’s Retirement Security Rule
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.
Family dynamics, philanthropic goals and the family’s legacy all play a part.
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.
Americans see risk reduction in the face of market volatility as their key requirement for financial advisors.
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.
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,”…
