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Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.
It is always interesting to review spending levels recommended by advisors and financial commentators for hypothetical retired households and compare them with amounts generated using the Actuarial Fi...
Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.
Are asset managers offering private markets in their own employees' retirement plans? Wilshire CRO Todd Cassler unpacks the liquidity, valuation, and recordkeeping hurdles advisors must navigate befor...
Deal will bring Vestmark’s institutional-grade trading, portfolio management and tax technology into Envestnet’s wealthtech ecosystem while accelerating development of AI-driven advisor capabilities
New “Withdrawal Optimizer” helps advisors determine where to source unexpected client cash needs while accounting for taxes, Medicare surcharges, investment holdings and other planning considerations
This summer, my new AI investment advisor, Mezzi, discovered roughly $300,000 of hidden stock exposure in Google I didn't know I had. It sounds a little absurd, given the amount. But I've been investi...
A retirement plan is more than an investment portfolio and a decision about when to claim Social Security. Jeremy Keil is joined by financial advisor Joe Schmitz Jr. to compare the planning processes ...
Managed accounts are associated with higher employee contributions in defined-contribution retirement plans, the research firm found. Advisors working on employer plans might want to take note.
The proposed investment rules for Section 530A accounts, also known as Trump accounts, limit choices, and advisors say that could make decisions easier.
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
AI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.
As clients consider when to claim Social Security, an advisor proposed a strategy to maximize tax-free retirement income using certain benefits and senior deductions.
In this summer replay, Roger talks with Dr. Daniel Crosby about learning what to ignore in an age of information overload. They explore how to filter financial advice, align decisions with your values...
OG Private Wealth said it’s longstanding relationship with MAI Capital Management, along with the latter’s acquisition of Evoke Advisors, strengthened its position in joining the firm
Participants who utilize the non-discretionary advice offering will be able to make advisor recommendations directly in the Pontera portal with the help of guided workflows
New guide addresses a CFP professional’s fiduciary obligations when providing financial advice on whether to roll over assets from an employer plan
New guide addresses a CFP professional’s fiduciary obligations when providing financial advice on whether to roll over assets from an employer plan
New guide addresses a CFP professional’s fiduciary obligations when providing financial advice on whether to roll over assets from an employer plan
A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.
AI helps clients have informed retirement planning conversations with advisers. It can also rapidly handle technical work, freeing up an adviser's time to talk.
This week, Advisor Perspectives published my article entitled, “Social Security’s Short‑Term Crisis: What Advisor’s Must Prepare For.” The primary purpose of this article was to focus on possible solu...
One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
More than half of Americans in their 40s are considered the "sandwich" generation, supporting both their aging parents and raising kids. Here is how financial advisors can support them.
If you're asking a financial advisor whether using them is "worth it," know that this is a reasonable and totally unanswerable question. The post Paying for Financial Planning — Is It ‘Worth It?’ appe...
Tilly Norwood's debut raises a bigger question: as AI grows more personal, who will you consult first—your doctor, advisor, or an AI that knows you?
You can hit your number, be fully financially ready, hand in your notice, and still end up miserable. Or worse, running out of money. In 15 years as a retirement advisor, I've watched it happen again ...
Although there are advisors who suggest steering clear, there are times when clients might benefit from using a checkbook IRA to invest in alternative assets.
Retirement researchers increasingly recognize that real spending does not remain flat throughout retirement. As Dr. David Blanchett emphasized in his recent Think Advisor article: “Integrating reduced...
"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial advisor before, and one of our clients referred her to Keen We...
Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.
Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current lev...
Claiming Social Security early might seem counterintuitive for the ultrawealthy, but one advisor says that when the benefits are used to fund life insurance in an irrevocable trust, the strategy could...
Nearly half of unadvised workers and 20% of retirees expect to hire an advisor, according to new research. Plus, many workers erroneously think they are saving.
Most people spend decades preparing financially for retirement. They contribute to retirement accounts, pay down debt, evaluate Social Security strategies, and work with advisors to make sure their sa...
With the clock ticking toward the Social Security fund's projected insolvency, advisors might take different approaches depending on clients' ages and levels of wealth.
From emergency savings to helping your children, here's how advisors suggest ranking the financial demands competing for your money.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
Longevity and constant financial tickers these days often trigger retirees' fears that they will outlive their assets. Here's how financial advisors can coach them through.
The latest projections indicate the main Social Security retirement fund will reach insolvency in less than six and a half years. For retirees and their advisors, that could mean a potential rethink o...
Roger Whitney explores the relationship between cost and value in retirement planning, focusing on how to better understand the fees associated with financial advice, investments, and insurance produc...
The financial professionals who contribute to Kiplinger's Adviser Intel regularly write about annuities.