Results for "retirement"

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Dealing with widows requires empathy and patience

May 23, 2019

I often write about the need to protect clients from the financial risks of living too long, but last week I was reminded that not everyone is blessed with long life. My husband Mike decided to accompany me on a trip to Chicago last week for...

Fielding Miller talks recruiting, 401(k) evolution and fumbles

May 18, 2019

CAPTRUST, a Raleigh, N.C.-based advisory firm with more than $300 billion in client assets, is the largest of the so-called RIA aggregators focused on the retirement market. InvestmentNews sat down with CEO Fielding Miller to discuss his business,...

Why the RIA market is so dynamic right now

May 18, 2019

Although the acquisition of wealth and retirement advisory firms has been occurring for many years, today's climate has become much more dynamic. The market for independent registered investment advisers has become one of the faster growing...

Are record keepers friend or foe to 401(k) advisers?

May 18, 2019

As they introduce new products and services, record keepers of defined-contribution plans are infringing on 401(k) advisers' traditional turf and threaten to lure away clients. Many retirement plan advisers and executives at large retirement-focused...

10 largest RIA aggregators focused on defined-contribution plans

May 18, 2019

Firm Total D-C assets 
overseen by network advisers ($B) Number 
of D-C 
advisers* Primary 
contact Business 
model Captrust** $256 102 Rick Shoff Managing director Raleigh, N.C. (215) 499-3361 rick.shoff@captrust.com Acquisition RIA:...

What keeps these executives up at night?

May 18, 2019

David Reich, national president of retirement services, Hub International The regulatory change. When I look at the regulators when they come in and try to drive something, I think they drive value out of the space. ... Also, are we fighting...

Diversity of thought, plus a culture of inclusion equals a prosperous future

May 18, 2019

The retirement plan adviser industry needs more diversity. But the diversity I am talking about is much more than what, literally speaking, meets the eye. We need diversity of thought, strengthened by a culture of inclusion. When we capitalize...

RPAs seeking revenue streams

May 18, 2019

Financial advisers who specialize in the retirement-plan market are combatting rampant fee compression by seeking out new revenue streams, primarily in wealth management services. As advisers see their fees squeezed and some of their traditional...

Consolidation alters RPA space

May 18, 2019

As consolidation in the retirement plan adviser space continues to heat up, financial advisers who have carved out a niche pairing retirement plan sponsors with plan providers could begin to see radically altered business dynamics. During a...

Benefits of cross-selling are too big for RPAs to ignore

May 18, 2019

At the recent InvestmentNews RPA Aggregator Roundtable and think tank, leading advisers almost unanimously agreed that cross-selling wealth management services within their 401(k) and 403(b) plans was a big opportunity. Why the focus and why...

Advisers need to reinvent how they deal with aging clients, says longevity expert

May 14, 2019

The pace at which Americans are hurtling into retirement age and societal shifts in consumer expectations, in countless areas of their lives, are upending how financial advisers think about retirement planning for clients. "Your profession is...

Hints about Social Security COLA and Medicare premiums in 2020

May 6, 2019

Buried in the recent Social Security and Medicare Trustees' Report were some hints about next year's projected cost-of-living adjustments for Social Security benefits and likely increases in Medicare premiums for 2020. The fact that the Medicare...

Widows, widowers and Social Security

May 1, 2019

I've seen an uptick in questions from financial advisers about their widowed clients and what happens to their Social Security survivor benefits if they remarry. The good news is that surviving spouses have more claiming options than other types...

What happens during the 60 days stays in the 60 days

May 8, 2019

A lottery ticket retirement strategy failed to produce results. In a desperate attempt to pay his debts and stave off bankruptcy, Richard Jones withdrew $50,000 from his IRA and spent $30,000 on lottery tickets. He lost the $30,000 and, within...

Meet our new retirement columnist

March 20, 2019

Most nights I go to bed thinking about retirement planning. Sometimes I dream about retirement planning. And typically, I wake up thinking about retirement planning. To be honest, I have become a bit obsessed with personal financial planning...

Congress should let innovation fuel lifetime income projections

April 30, 2019

It's great to see Congress and regulatory agencies taking an interest in promoting and encouraging greater access to lifetime income projections in 401(k)s and other retirement plans. That such projections should be mandated as a one-size-fits-all...

An update on the 4% rule

February 4, 2019

Those of us who have been in the financial advisory business for years can sometimes take established rules of thumb for granted – so much so that the nuances of such guidelines may get lost. Take the 4% rule. When I started talking more about...

Employers can assure retirement for $2.64 an hour

April 10, 2019

Hedge fund titan Ray Dalio published a sobering essay last Friday about the state of capitalism in the U.S. He observed, correctly in my view, that "the ability to make money, save it, and put it into capital (i.e., capitalism) is an effective...

The cost of putting off enrolling in a Medicare drug plan

April 15, 2019

I heard from a financial adviser in Florida recently who asked if there was anything her clients, a married couple ages 69 and 70, could do to avoid paying a delayed enrollment penalty for their new Medicare Part D prescription drug plan. "They...

Grown children may be hazardous to your wealth

April 18, 2019

Baby boomers redefined parenthood over the past few decades, often serving as friend and confidant — as well as banker — to their now adult children. Many continue to subsidize their offspring's living expenses well into early adulthood,...

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