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Lessons Learned … To Be Continued

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When it comes to things like the Covid-19 pandemic, you have to learn how to change a client's narrative when they are still in crisis.

Rich Clients Could Lose Their Roth IRA Wealth-Creation Tool

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Democratic lawmakers are trying to outlaw the use of Roth IRAs to create massive wealth.

Aon Founder Was Bored By Retirement, So He Started Over Again

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The financial executive is starting a new career at the age of 84.

How An Advisor Became The Advised

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Keep serving your clients well and they will thrive whatever is to come.

SEC Going After RIAs Who Collect Fees On Neglected 'Orphan' Accounts

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A Michigan firm was fined nearly $1 million recently for reaping thousands in fees on forgotten accounts.

How To Succeed In Retirement By Reducing Taxes

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The biggest enemy of maximizing retirement income is taxes.

More Customers Bypassing Advisors For Annuity Purchases, J.D. Power Says

by FA Staff

Customers are showing more willingness to deal directly with providers on websites and other digital channels, the firm said.

Should Your Clients Buy A Home In The U.S.?

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Investing in housing in booming locations may not be as safe a long-term bet as many seem to think.

Bernanke Reveals Inflation Number That Would Spook The Fed

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The former Fed chair says continued high inflation next year could hurt the central bank's credibility.

Encourage Clients To Have 'The Money Talk' With Their Adult Children

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A conversation between the generations about money and wealth can help resolve many underlying issues.

When Divorced Parents Feud About Vaccinating Children

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Vaccines are creating another source of contention between some divorced parents.

Boomers Face Higher Student-Loan Bills When U.S. Moratorium Ends

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Compared to younger borrowers, Baby Boomers have more student debt and at higher interest rates.

Equities Vs. Annuities: Wade Pfau Outlines Four Retirement Income Styles

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People have different attitudes about flexibility and safety when it comes to retirement income.

The 60/40 Portfolio Isn't Dead, Just More Expensive

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Split your investments any way you like, just be ready to pay a lot more to find safety in this market.

How Advisors Are Positioning Client Portfolios For Inflation

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Advisors say they're bracing their client portfolios for continued inflation.

Reports Say Bonds Hold Value In 60-40 World If You Adjust Risk

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Cornerstone Macro LLC is pushing back against claims the 60-40 portfolio is dead.

MetLife's Matus Says Higher Rates Can Help Retirees And Economy

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Low rates make it harder for Americans to save for retirement, MetLife's chief market strategist said.

Advisor Burnout Is Real. How To Prevent It

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A rapidly changing industry and Covid-19 have many advisors feeling stressed, said NYLI's Jennifer Tarsney.

BlackRock Moves Closer To Adding Annuity Product To 401(k) Plans

by FA Staff

The nation's largest asset manager is embedding an annuity in target-date funds.

Breaking Retirement Planning Conversation Barriers

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Five questions to help financial professionals reach the amazing potential they have to impact a client's personal life.

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