The Impact of Retirement Age Uncertainty on Retirement Outcomes study encourages planners to consider modeling early retirement to ensure clients are prepared.
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Ten of the brightest young minds in financial services were awarded the 2017 Millennial Advisor Award by The American College of Financial Services. This cohort of men and women...
Why do big clients walk away, and what can advisors and their firms do to hold on to important high-net-worth clientele? The difference between keeping a big client and watching...
The financial services profession offers many opportunities for advisors to help add value for their clients. When working with companies, establishing executive compensation...
An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. With retirement income planning, the goal is not...
For those new to the financial services profession, perhaps the biggest challenge is finding people to talk to about your products and services. The No. 1 reason why agents and...
The field of behavioral finance attempts to describe what most of us know intuitively – people do not always make rational choices. Why not? It’s part of being human. The...
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Retirement is more than just a change in work status – it’s a major metamorphosis that touches every dimension of an individual’s life. Yet, too few Americans have financial...
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Today’s clients want financial advisors to do more than just assist with investment and asset management. They also seek advisors who can help them learn to use financial planning...
This post features a comprehensive discussion of the current military pay system as well as a description of the substantial changes that become effective for active military who...
