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News, trends and helpful peer advice for financial advisors.

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William Lako: When emergency strikes, should your clients tap into a 401(k)?

May 11, 2023

When an emergency occurs and you need cash, that lump of money sitting in your retirement account suddenly looks very tempting. Secondly, even if you fall into one of the exceptions that waives the 10% early withdrawal penalty, you'll need proof for the IRS. For example, if you are withdrawing $7,000 for medical expenses, you'll need to have receipts for $7,000 in…

May 11, 2023
Image of piggy bank with the word "Apollo" on it, while tiny figures are being pulled toward an adjacent light. Apollo expects to pull wealthy investors into alternatives with new annuity, investment vehicle.

Apollo expects to pull wealthy investors into alternatives with new annuity, investment vehicle

Apollo Global Management has high hopes for two new products that it expects will interest high-net-worth investors in alternative investments.

Rolfe: Is there a right time to retire?

May 10, 2023

Retirement is about YOU— your values, your priorities and your dreams for the future. Is there a "right" time to retire? If you begin collecting Social Security benefits as soon as you are eligible, your benefits may be 25% to 30% less than they would be if you wait until age 66 or 67.

How to ease the stress of retirement in your clients

May 10, 2023

Retirement can be a time of great joy and relaxation, but it can also be a time of stress and anxiety. Transitioning from working life to retirement can be challenging, and the loss of routine, identity and social connections can be difficult to navigate. Moreover, retirement can bring new financial and health-related concerns, adding to many retirees' stress.

Fed finally gets interest rates above inflation

May 10, 2023

The U.S. Federal Reserve has once again hiked interest that it charges banks in the wake of continued elevated inflation— which peaked at 9.1 percent in June 2022— in a bid to calm what has been a lingering problem for the overheating economy, which slowed down to 1.1 percent annualized growth in the first quarter. Usually, the central bank eventually gets its own…

The 6 critical factors for advisors to grow their businesses

May 9, 2023

Research found that while 46% of financial advisers say they are comfortable with their current growth rate, a mere 12% strongly agree with that sentiment.

AllianzIM launches ETFs with a buffer

May 8, 2023

Allianz Investment Management launched two new Buffered Exchange Traded Funds.

May 8, 2023
Image of family members talking over a cup of coffee. The key to financial freedom? Open conversations, survey finds.

The key to financial freedom? Open conversations, survey finds

It’s time we had the money talk, say 66% of Americans, who say conversations about money are the key to financial freedom. But taboos remain.

Former Conn. resident charged with stealing $550,000 in investment scheme

May 8, 2023

May 6— NAUGATUCK— A federal grand jury has indicted a former Naugatuck man with fraud and money laundering offenses for running an investment scam that defrauded at least dozen people out of more than $550,000. Rafael Muzzi, 27, of Brazil, has been charged with 12 counts of wire fraud and two counts of money laundering in connection with the scheme, according to the…

Officials suspect one possible scandal on crazy bank stock movements

May 8, 2023

U.S. officials said they were monitoring the banking sector for signs of fraud back in March. The source also pointed out that the U.S. Securities and Exchange Commission warned in March that it was carefully watching market stability and would prosecute any form of misconduct during the collapse of Silicon Valley Bank and Signature Bank– two regional banks…

Washington dchool district defrauded $346,000 in phishing scam

May 8, 2023

May 4— The Adna School District was defrauded of $346,000 through what school officials have called a "sophisticated phishing scam," according to Adna Superintendent Thad Nelson. The district announced the fraud in a detailed email to The Chronicle on Thursday, noting that after the activity was confirmed, the district notified the FBI, the Washington state…

NC Republicans take aim at ESG — “green” — investing in state pension fund

May 5, 2023

This week, a similar ESG debate is playing out in North Carolina. On Tuesday, the Senate Pensions and Retirement and Aging Committee approved Senate Bill 737, which lists the criteria the state treasurer is allowed to consider when investing North Carolina’ s pension fund. On Wednesday, the House Committee on State Government was scheduled to address House Bill…

Missouri couple accused of defrauding elderly relative set to go to trial

May 5, 2023

A trial date has been set for a Howell County couple who have each been charged with a Class A felony of financial exploitation of an elderly person and a Class C felony of stealing at least $25,000 after an investigation conducted by the Missouri Department of Health and Senior Services. It is alleged Jeffrey Proffitt, 64, and Juanita Proffitt, 54, both of…

May 5, 2023
Image of woman in a business suit celebrating amid confetti. Tips for financial advisors: What it takes to be a winner.

Tips for financial advisors: What it takes to be a winner

We asked two award-winning advisors to share their tips for financial advisors who want to join the ranks of the winners.

Legislation would establish parity for 403(b) plans

May 4, 2023

Legislation introduced this week would establish parity for 403(b) retirement plans serving teachers, hospital workers, clergy, and non-profit employees.

Which U.S. bank will collapse next?

May 4, 2023

Four U.S. regional banks failed in March and April. Four U.S. regional banks fell in two months, victims of bank runs by their customers, who were worried about losing their funds. But two days later, on March 10, the most serious banking crisis since the financial crisis of 2008 began, when the Federal Deposit Insurance Corp., the Federal Reserve and the U.S. Treasury…

SEC alleges son, father-in-law used faith to scam church members in $20M fraud

May 4, 2023

On May 2, 2023, the Securities and Exchange Commission charged Brett M. Bartlett, his father-in-law Scott A. Miller, and their companies for fraudulent securities offerings that raised at least $20.5 million, some of which Bartlett and Miller misused for personal expenses. According to the SEC's complaint, from at least June 2018 to May 2020, Bartlett and Miller…

Billionaire Carl Icahn loses $10 billion in 24 hours

May 4, 2023

The legendary corporate raider is accused of a Ponzi-like scheme by the New York short-seller Hindenburg Research. It's become a key source of corporate fright, even panic, this year: the New York firm Hindenburg Research. On Jan. 24, Hindenburg Research accused Asia's richest man of fraud.

May 4, 2023
Image of person sitting with images of a smiley face, unhappy face and neutral face in front of him, with the unhappy face highlighted. Study: Investor satisfaction with advisors falls along with markets.

Study: Investor satisfaction with advisors falls along with markets

Investor satisfaction with investment advisors dropped in year-over-year financial advisor ratings, a recent study found.

Small-business owners have big personal finance concerns

May 3, 2023

Lincoln Financial Group released new research that shows small business owners have big personal finance concerns.

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