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October 2021

The Retirement Rush

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As clients ponder early retirement and face job losses, advisors have never been more important.

Retirement Advisors Look Away From The S&P 500

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Buying a retirement future isn't going to be cheap.

The Sign Around Every Person's Neck

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Are we really listening to find out what our clients want and what they're about?

Peace In Our Mind

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There's an ongoing disconnect between what clients want and what advisors want to provide.

Five Things To Know About Wealthy Families' Philanthropy

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If you think it's just about parking assets and getting tax benefits, think again.

A Retirement Domino Theory

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When people retire, both their good and bad decisions can have a domino effect.

The Land Of OZ

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If you want to beat Biden's tax boosts, head for the land of opportunity zones, pronto.

Broker-Dealer Recruiting After The Covid Age

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Broker-Dealer Recruiting After The Covid Age

How To Serve The C-Suite

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Research finds that 70% of advisors earning more than $1 million a year are focused on this client segment.

The Key Boundaries Of Portfolio Risk

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Advisors need to consider a client's objectives and time frame.

Finding The ‘Cheap' In Value Investing

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The Neuberger Berman Large Cap Value Fund has its own way of looking at value stocks.

What's Behind The Boom In Annuity Sales?

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The annuities market has bounced back strongly after being racked by the pandemic last year.

The Tax Miscues Business Owners Make

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Advisors can point entrepreneurial clients in the right direction.

What To Do When Senior Clients Refuse To Cooperate

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The best course of action is creating a plan to discuss health and quality of life situations when everyone is well.

Advisor Emporium

Snappy Kraken Launches Convos Text Messaging Platform

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Snappy Kraken, a financial technology company in Ormond Beach, Fla., has launched Convos, a text-messaging platform for financial advisors to use with their clients.

Editor's Note

NextGen And Gamification

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If young investors are attuned to what's going on, they can gain a sense of the time value of money. It's a lesson worth a lifetime.

Frontline News

Expect SEC To Crack Down On Compensation Conflicts

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Advisors and broker-dealers can expect tougher enforcement under the Biden administration, two industry experts said.

Wanted: Better Disclosures For Index-Linked Annuities

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The Consumer Federation of America wants more meaningful disclosures for index-linked annuities.

Social Security Benefits Might Get A 22% Haircut In 2034, Trustee Report Says

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The Covid pandemic has accelerated the program's depletion of reserve funding, the report said.

Do Investors Want Wealth Management Advice From Google, Apple Or Facebook?

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Many people would consider financial advisory services offered by these tech giants, according to an Accenture survey.