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Think twice: The cost of being out of the market
Some investors mistakenly believe they can achieve superior results by trying to time the market, but this approach inevitably leads to missed opportunities.
Tax cuts vs. debt reduction: GOP presidential debate illustrates conundrum
'We need to address the looming debt and quit kicking the can down the road,' one advisor says.
IRS delays mandatory Roth catch-up provision until 2026
Agency announces needed SECURE 2.0 relief related to catch-up contributions made by higher-income employees.
Thriving in your professional zone
Over time, the increased demands of running a wealth management shop eat into the time advisors once had to work to their strengths and to devote to clients.
It’s time to revamp your digital marketing
How can fund managers and wealth managers expand investor acquisition through digital marketing when they no longer have access to data from cookies?
Advisor movement declines 16.6% over first half
The total of 6,757 advisors moving between advisory and brokerage firms in the first half is the lowest level seen in the data, which go back to 2009.
Social Security’s crucial role shadowed by new doubts
Crisis of confidence in the program is prompting many to claim benefits early.
Preparing for clients’ cognitive decline
Financial advisors often find themselves on the front lines of an effort to protect clients’ lifetime savings and investments from the consequences of impaired mental capacity.
The latest in financial #AdvisorTech — August 2023
This month's highlights include Wealth.com’s launch of an AI-driven ‘legal assistant,’ the Kitces Research AdvisorTech study’s depiction of the industry’s integration challenges, and the crop of digitally native RIAs.
It’s time to start looking at private real estate again
While the current market appears uncertain and complex, the intricacies of real estate investing do not necessarily spell trouble.
Can shareholders save the horseshoe crab?
Efforts to stop the decline in horseshoe crabs show how investors can work with corporations on sustainability issues.
Why I stepped aside as CEO of Allworth
I’m not retiring nor am I leaving – I’m moving into a position that more closely aligns with my skill sets and passions.
Don’t fear the inverted yield curve
The most direct implication of the inverted curve isn't a recession, but that yields will be lower in the future.
Building a strong culture to inspire your team
As a practice grows, it's harder to make sure that everyone on the team understands what's important to the firm.
Getting Medicare premiums refunded after death
Survivors can apply for a refund of the deceased person's unused premiums.
Navigating AI’s regulatory challenges
Like other technologies in the past, AI is bound to reshape the operations of the financial advice industry.
Will Elon Musk’s X take over financial services? Don’t hold your breath
Advisors raise a collective, skeptical eyebrow as billionaire goes where many other Silicon Valley companies have already tried and failed.
Embrace mobile tech or risk being left behind in next demographic shift
The use of mobile technology is becoming more deeply ingrained in the advisor-client relationship.
A road map for selling concentrated stock positions
If a client's position in a single stock has become untenable, here are five strategies for reducing concentration risk.
Student loan debt assistance programs become higher priority for employers
Employers' interest in various types of assistance has increased this year, partly as a result of the passage of SECURE 2.0 late last year.
