December 12, 2016 | Runtime: 3:35
One year after Congress changed Social Security claiming rules, financial advisers and their clients continue to be baffled by the new strategies. InvestmentNews contributing editor Mary Beth Franklin discusses what advisers need to know.
December 08, 2016 | Runtime: 2:10
The average retiree will see a $5 increase in their Social Security benefits next year, which for many will be wiped out by an increase in Medicare Part B premiums, according to InvestmentNews contributing editor Mary Beth Franklin.
November 30, 2016 | Runtime: 1:50
Not all advisers fit into the options the CFP Board provides to report their compensation. Dan Candura, founder of Candura Group, shares what an adviser should do if they don't fit neatly into the categories provided.
Mary Beth Franklin: These retirees will see a substantial increase in their Medicare premiums in 2017
November 30, 2016 | Runtime: 2:47
Retirees who are not protected by the hold harmless provision of the Social Security Act could see the base amount of their Medicare premiums increase by 20% or more, according to InvestmentNews contributing editor Mary Beth Franklin.
November 30, 2016 | Runtime: 4:18
Financial advisers give time and money to their communities, but rarely publicize these efforts. Check out how Invest in Others has celebrated philanthropic advisers over the past 10 years.
November 29, 2016 | Runtime: 2:31
Financial advisers can find that clients mistake ordinary conversation for investment advice. Dan Candura, founder of Candura Group, shares his advice for how an adviser can rectify the situation.
November 23, 2016 | Runtime: 4:38
If fiscal policy makers donít recognize certain risks, investors will have to build some inflation protection into their portfolios in a way that they havenít had to in almost a generation, says Jerry Webman, an economist at Follow Financial Markets.
November 21, 2016 | Runtime: 3:06
As technology drives the demand for investment management down, financial advisers can increase the value of the services they provide to clients by taking several steps, according to Steve Sanduski, president of Belay Advisor.
November 17, 2016 | Runtime: 2:29
Financial advisers can get caught in the middle when couples want to avoid a confrontation. Dan Candura, founder of Candura Group, shares how he would resolve a real-life dispute in a way that is fair to both parties.
November 15, 2016 | Runtime: 1:38
As the economy goes, so will go equities and real estate, predicts Bob Doll, chief equity strategist. Here, he discusses his outlook following the presidential election.