Omaha, Nebraska-based Tagge Rutherford Financial Group has 25 advisers
Hosts Jeff Benjamin and Bruce Kelly tackle the Wells Fargo riddle, with it's budget cuts that sent a sizable group of advisers packing. The Social Security trust funds, created to help pay future retirement benefits when payroll tax revenues alone are no longer sufficient, will run dry sooner than previously predicted due to the COVID-19 pandemic and the recession it triggered. Mary Beth Franklin joins to discuss her important cover story.
The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments
Kirk Abrahamson and David Gray are joining the firm's employee unit in West Des Moines, Iowa
Daniel Rudden of Denver had received a 10-year sentence in a parallel criminal case
The CFP Board is offering the remote proctoring option again in response to the ongoing pandemic
The College of Financial Planning poll also finds that most clients have not postponed retirement
Patrick Mahoney, new CEO of the Financial Planning Association, discusses the challenges and opportunities ahead for the FPA
The new offering will use SS&C Technologies as record keeper and the investments are J.P. Morgan products
Father-and-sons team at Portland, Oregon-based Pacific Northwest Retirement Planners serves many Alaskans
