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How To Take A Client's Retirement To The Moon

by

Age Wave founder Ken Dychtwald said navigating a client's retirement years is like the Apollo 11 mission.

Latest Blow To 60/40 Model Is Exodus Of Mom And Pop Pensions

by ,

Traditional pension savers are ditching the formula that's anchored retirement plans for more than half a century.

Cognitive Overload: The Coming Surge In Diminished Capacity Cases And What Wealth Management Firms Can Do To Protect Their Clients And Themselves

by Chris Heye, Elizabeth Loewy and Katie Wade

The prevalence of diminished capacity in financial wealth management clients will increase as the population ages.

Elder Financial Exploitation: How Advisors Can Make A Difference

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Financial advisors are the first line of defense against elder financial abuse.

Why Dealing With Clients Is Always About The Family

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Advisor Lori Crilley in Phoenix explains why she puts a special focus on her clients' families.

Dr. Sanjay Gupta Tells Advisors How To Build New Brain Cells

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The key is to not get stuck in a routine, the CNN medical correspondent said.

Helping Clients Transition To Retirement Communities

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How financial advisors can guide clients in considering retirement community living.

Altair CEO Says Work-From-Home Is Here To Stay

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Rebekah Kohmescher, the CEO at Altair Advisers, says even the advisory industry will rethink work.

Ric Edelman To Step Down As Chairman At Edelman Financial Engines

by FA Staff

Edelman will remain on the board and write a column for the firm's client newsletter, the company said.

Demand For Guaranteed Retirement Income On The Rise, BlackRock Finds

by FA Staff

Advisors also are warming up to annuities, the BlackRock survey says.

The Reopening Paradox

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As many Americans approach retirement, savings and spending are at cross-purposes.

New IRS Guidance On IRA Inheritances Clouds Retirement, Tax Planning

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The guidance suggests certain beneficiaries will no longer have 10 years to take distributions from inherited IRAs.

Variable Annuity Investors Outperform Their Mutual Fund Counterparts, DALBAR Finds

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The average equity VA subaccount investor outperformed the average equity mutual fund investor over 20 years.

Financial Advisors Enjoyed Record-High Client Retention Rates In 2020

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Firms' asset levels grew thanks mainly to market performance rather than acquiring new assets, according to a study.

Social Security Statement Gets New Look

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The new form spells out the benefits people get starting at each age between 62 and 70.

Liz Ann Sonders Explains What Could Derail This Bull Market

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Today's market possesses some similarities to the euphoria of the 1990s, she said.

How Advisors, Wealthy Clients Are Bracing For Huge Capital Gains Tax Hikes

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Advisors say their hands are partly tied until they know exactly what tax changes get approved.

Lower-Tax Southern States Luring The Wealthy, Spectrem Says

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Investors with more than $24 million are becoming more concerned about taxes.

Can Annuities Boost Retiree Returns?

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Different products provide various strategies for retirees.

Second SECURE Act Clears Committee, Moves Closer To House Vote

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The legislation would increase the RMD age to 75 and increase catch-up contribution limits on retirement accounts.

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