Data & Research June 3rd, 2020 The Financial Services Industry Can Help Tackle Economic Inequality Each U.S. household in the bottom half of the wealth distribution has only $20,000 of net worth, on average, a...
Client Service June 2nd, 2020 Advisers Giving Back: Grant Arends at intellicents Some people are called to give back and invest in their local communities, while others are compelled to go farther...
Client Service May 28th, 2020 Advisers Giving Back: Attila Toth and Portfolio Evaluations Investing in the local community has been an important part of the firm’s identity from its founding in 1992, and...
Client Service May 18th, 2020 Advisers Giving Back: Atlanta Retirement Partners As the firm’s founder, David Griffin, explains, retirement plan advisers have a particular skillset that can be very useful in...
The Markets May 15th, 2020 DC Plans and Pensions Partly Spared from Energy Rout Many plans’ and individual investors’ exposure to energy stocks has dropped amid underwhelming results over the past five years, investment...
Compliance May 13th, 2020 Assessing the State of Trump’s EBSA The Employee Benefits Security Administration is among the regulators with the most direct influence over the retirement planning industry. It...
Client Service May 11th, 2020 Financial Wellness in the Age of Pandemics Pandemics are not only a public health crisis, but also a crisis of employee confidence. Tech-savvy advisers and employers can help.
Practice Management May 8th, 2020 Be Stronger in the Recovery Todd Kading, president and co-founder of LeafHouse Financial, discusses the importance of flexibility and innovation when the tough times arrive.
The Markets May 6th, 2020 QDIAs Have Evolved. They Will Again After the Coronavirus. Many participants appear to be battled hardened from the Great Recession and are enjoying at least some measure of protection...
The Markets May 5th, 2020 The Pull of Managed Accounts: Protection in Downturns It’s not usually the best quarters in the equity markets that demonstrate the potential value of managed accounts relative to...
Client Service May 5th, 2020 Planning for Clients’ Health Care Expenses in Event of a Layoff Mark Waterstraat, president of consumer solutions at Alegeus, offers simple steps to coach clients through managing their health care finances after a layoff. For example, did you know...
The Markets April 30th, 2020 The Coronavirus Crash Tax Diversification Opportunity Every cloud has a silver lining. One opportunity presented by the recent market volatility caused by the coronavirus pandemic is...
Client Service April 28th, 2020 The Need for Planning—Not Just Advice—Is Clear Where does a comprehensive financial plan start?
Compliance April 23rd, 2020 Nearly Time to Comply with Reg BI Some see the SEC’s Regulation Best Interest as “nothing new,” while others say it will be a game changer when...
Practice Management April 20th, 2020 Adviser Industry Impact of COVID-19 The coronavirus has brought a cooling of the pace of M&A, questions about remote work and concerns about what a...