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RETIREMENT PLANNING

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CAPTRUST Acquires Minnesota Firm With $770M In Assets

by FA Staff

QA Wealth Management doubles the presence of Raleigh, N.C.-based CAPTRUST in the Greater Minneapolis Area.

Addressing The Retirement Confidence Gap

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Finding and instilling confidence in consumers is the key to their secured financial futures.

$2.3B First Republic Team In N.Y. Jumps To Rockefeller

by FA Staff

Liberty Wealth Partners is the second First Republic team to join Rockefeller Global Family Office in recent weeks.

Financial Stress Rises Among U.S. Workers, Survey Finds

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John Hancock's is the second survey in as many weeks to mark degrading financial wellness.

Beacon Pointe Acquires $1B RIA Based In New York, Long Island

by FA Staff

YorkBridge Wealth Partners was founded by Carrie Gallaway and Andrew Stern in 2016.

Many Older Americans Haven't Saved Anything For Retirement

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A new survey finds 27% of people aged 59 and older have no money set aside for their later years.

More 401(k) Plan Sponsors Strive To Keep Client Assets, Cerulli Says

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Sponsors are more inclined to try to keep their account holders from rolling over their plans, the company says.

U.S. Families Find Some Relief As Prices Of Many Household Necessities Retreat

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Prices of groceries dropped for the first time since 2020 and household energy slid by the most in almost nine years.

Social Security Advice Should Be Part Of Client Condolences

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Let grieving clients know that you are available to help them sort through their Social Security benefit options.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

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Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

Parents Drain Retirement Funds To Support Adult Children

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Nearly 70% of parents with kids 18 or older say they've sacrificed their own finances to help them.

Wealthy Clients Better Plan For Election-Time Changes To TCJA

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Many provisions are set to expire at the end of 2025, and their extension may depend on the 2024 elections.

As Clients Live Longer, Firms Step Up Efforts Addressing Longevity Risk

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Longevity risk should always be on the back of an advisor's mind when making financial decisions with their clients.

Advisors Urged To Let Clients To Make Their Own Decisions

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The technique used by advisor Jeremy Keil is known as motivational interviewing.

Fear Of Stock Losses Has Retirement Savers Sticking With Cash

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Millennial workers have a third of their retirement funds in cash, more than any other asset class, a new survey says.

Higher Fees Eat Up To 9% Of Employees' Retirement Balances At Small Firms, Morningstar Says

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Employees at smaller firms pay around double what workers pay for retirement plans at larger companies, Morningstar said.

Getting The Highest Social Security Benefit Is More Crucial Than Ever

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A new report says the Social Security Trust Fund's ability to pay in full may run out earlier than forecast.

Secure 2.0 Gives Women What They Need, Advisors Say

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New provisions in the act support how women clients live, work and save for retirement, these advisors say.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Backstage Pass To Retirement

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How will your clients live up to the fantasies they might have about freedom?

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