Countdown to Medicare and Social Security checklist
Here's what advisers should be reviewing with their clients each year between ages 62 and 70
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Bryan Hodgens, co-head of LPL Financial's Retirement Partners group, says the industry is getting much better at connecting advisers to wealth management opportunities and helping scale their businesses.
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Advisor Group's independent broker-dealer network in the U.S. has more than 7,000 advisers.
Observers think Congress would need to address Social Security's funding levels and offer enhanced protections for the concept to work
Retirement reserves extended one year; disability fund by 20 years
Despite a stock market decline, revenue is up. And the streak isn't expected to end anytime soon.
How many of the more than 83,000 certified financial planners are employed by the big independent broker-dealers?