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Client Service

September 25, 2017

Catering to Millennial Investors and Job Seekers

According to data from Wells Fargo and TheMuse, if given $1,000 in spare cash to invest, 86% of Millennials would be motivated to invest in a company that “makes the world a better place with their products.”

September 15, 2017

Holistic Advising Requires Student Debt Counseling

Recent college graduates naturally look forward to their first well-paying job—and they often have a lot of ideas about what they will do with their income having nothing to do with paying back student loans or saving for retirement. 

September 08, 2017

Worried About Health Care Cost Inflation? It Has Only Just Begun

The health care cost inflation projections contained in HealthView Services’ latest reporting are simply astounding; accounting for projected lifetime inflation, a healthy retired couple at 65 can expect $600,000 in health-related expenses alone. 

September 07, 2017

PLANADVISER National Conference Postponed

Please take note, the PLANADVISER National Conference has been postponed in response to the weather emergency declared in Florida. More information is available here.

September 05, 2017

Consider New Strategies for Gen Z Retirement Savers

“Employers and their advisers stand to benefit from making it easy and convenient for these young adults to save and espouse constructive financial habits at a critical time in their lives,” EACH Enterprise says.

August 29, 2017

Advisers Compete for Benefits Dollars and Time

New research from Fidelity warns that plan sponsors’ increasing focus on health care is cutting back the amount of money and time they have to devote to retirement benefits; satisfaction with advisers is also up.