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Social Security do-overs and lump sums
People who claimed Social Security early and now regret it have two opportunities to reverse that decision.
Biden perpetuates advisor tropes, but end goal is valiant
The president's deal in describing a few bad apples risks tarring the whole industry with the same brush.
Tribalism threatens the DOL investment advice rule
'The best kind of regulation is when the private sector works with regulators to craft regulation that is efficient, effective, workable and narrowly targeted,' says the architect of the Obama DOL's fiduciary rule.
Maximizing client value: Why firms should upgrade their data aggregation
Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.
Future of advisor platforms is services
While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.
Active asset allocation may cost you in more ways than one
Firms that use a third party that actively allocates investments to the point of market timing can see tremendous attrition when their returns are negative and not aligned with the market.
Emotions will rule client decisions. Here’s what advisors can do
Clients must be reminded to focus on what’s important — staying the course for the long haul, avoiding emotional decisions and maintaining long-term plans through portfolio rebalancing.
An unexpected place to find life’s fulfillment: Talking to an advisor
People who work with an advisor have significantly higher levels of confidence across a range of areas, and those areas extend beyond the financial realm.
Why the future looks bright for ETFs
The investment vehicle continues on the road to becoming a widely accepted and trusted core portfolio building block.
How to unravel complicated 2023 RMD rules
It’s no simple task to determine which clients are subject to required minimum distributions this year, and which aren’t.
Are advisors getting the short end of profit pie?
The disparity in fortunes between the leaders and those at the coalface is striking.
Game-time play: Know your value as a financial advisor
The planning, investing and discipline that financial advisors provide can dramatically affect a family’s choices for generations to come.
SEC to investment funds: Quit playing name games
For years, investors in mutual funds and ETFs have been investing in products whose actual portfolio holdings can stray dramatically from what's implied by the name of the fund.
TCPA tidal wave will affect how firms engage with clients
The federal regulation governing telephone marketing also covers texting, and now many states have put in place their own versions of the regulation, with different terms and definitions.
Our responsibility to improve the reputation of our profession
Financial advisors labor against an industrywide reputation that’s as poor as that of the legal profession, which means that far too many people who could use our help don't trust us.
The latest in financial #AdvisorTech — October 2023
This month’s highlights include Altruist’s elimination of its monthly fee, Holistiplan’s investment from Lead Edge Capital, and FMG Suite’s acquisition of MyRepChat.
Target-date funds: Low fee doesn’t equal low risk
Three reasons why passive TDFs aren’t automatically the safer choice for DC plan fiduciaries
Independent alpha: Making the breakaway math add up
Advisors who make the move to independence are forgoing massive recruitment bonuses. How can they justify this leap?
Go big or go boutique?
Here are questions financial advisors should consider before making a move.
We need to talk about Method Man and Redman’s performance at Future Proof
"For a conference billing itself as the future and inclusive to all, this was the opposite and seemed tone-deaf,' says one person who attended the concert.
