Videos & Podcasts

Valuable Social Security claiming strategy

People born prior to Jan. 1, 1954, who are currently married or divorced may be able to file a restricted claim for spousal benefits, says Mary Beth Franklin, who explains the ins and outs of this claiming strategy. Read More

Bitcoin ETFs could encourage adviser use of crypto

The arrival of the first Bitcoin-linked exchange-traded funds could make more financial advisers comfortable with recommending crypto investments to their clients. Read More

More advisers using ESG with clients

The recent survey shows that a growing portion of advisers say they’re using ESG investments with at least some clients. The data also show most clients investing in ESG are still interested in return as well. Read More

Finding your purpose with Natalie Wolfsen

In this episode, Christine talks to Natalie Wolfsen, chief executive at AssetMark, about purpose and how women can create meaning in their work while reaching for top C-suite positions. Read More

Upcoming Events

Events

The RPA Convergence Think Tanks bring together select leaders from across the Retirement Plan Adviser community. Each event looks to accelerate the growth and evolution of the retirement plan world. We have four events planned for this year, which will gather CEOs and principal executives from across the industry. The CIO Think Tank will be held virtually.

visit site

December 8, 2021

Webcast

Crypto in 2022: A conversation with Ric Edelman

Cryptocurrency continued its growth throughout 2021 and advisers need to prepare themselves and their clients for the year ahead. Join Fintech Editor Sean Allocca and DACFP founder Ric Edelman for an essential conversation on what lies ahead.

Register today!

Thursday, December 9, 2021
4-5pm ET

Webcast

The New Client Conversation: Financial Security and the Keys to Effective Decision-Making

Conversations about retirement can be harder than we'd like because a combination of unspoken client emotions and values, unique personalities, and industry jargon often interfere with good communication and decision making.

Register today!

Tuesday, November 30, 2021
4-5pm ET