Advisors
Showing 50 results of 174
Latest 401k Averages Book Broadens Scope on Advisor Pay, Recordkeeping Admin
Feb 26 2024
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool,…...
401kspecialistmag.com
What Financial Advisors Should Know About You And Aging Parents
Feb 20 2024
Financial advisors who help us manage wealth may not be fully informed about financial elder abuse. They need to know how to spot the red flags. Our checklist can assist....
forbes.com
Is Your Portfolio Really Invested For You—Or Your Advisor?
Feb 18 2024
Endless investment debates often leave out the most important factor—the investor!...
forbes.com
421: What to Consider Before You Hire (or Fire) a Financial Advisor
Feb 16 2024
Today's article comes from Kiplingertitled,Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It).Listen in as Founder and CEO ofHoward Bailey Financial, Casey Weade, breaks do...
retirewithpurpose.com
Advisors and Participants Don’t Agree on Retirement Readiness
Feb 15 2024
A study by Allspring Global Investments reports that participants and advisors are…...
401kspecialistmag.com
Ask an advisor: Can my client afford to build her retirement dream home?
Feb 10 2024
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?...
financial-planning.com
BlackRock Launches DC Advisor Hub
Feb 04 2024
The large asset manager has also appointed a new DC intermediary head to lead the program...
401kspecialistmag.com
This is the best money move for 2024 from Utah financial advisors
Jan 26 2024
“There’s one money move we recommend for nearly every client that comes through our doors,” Tyson Thacker, a Utah financial advisor says. “And if you haven’t taken advant...
bossretirement.com
Are GICs a no-brainer for retirees?
Jan 24 2024
For years, the humble GIC—guaranteed investment certificate—was disparaged by the fixed-Income cognoscenti and more often than not financial advisors. But, things started to change when in...
moneysense.ca
The Rate of Financial Advisors is Slowly Falling
Jan 24 2024
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli...
401kspecialistmag.com
3 Reasons You Should Choose A Flat Fee Financial Advisor
Jan 16 2024
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official a...
sites.libsyn.com
Corporate Roundup: SageView Acquisition, RIA Co-Op Launches
Jan 14 2024
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op,…...
401kspecialistmag.com
When to Fire (or Hire) a Financial Advisor
Jan 11 2024
I’m a DIY financial planner and investor. Hiring a financial advisor never made sense since I studied finance and enjoy money management as a hobby. I almost became an investment advisor a few t...
retirebeforedad.com
How advisors can win doctors as new clients
Jan 06 2024
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients....
financial-planning.com
Setting New Year’s Goals and Ignoring Old Noise in 2024
Jan 04 2024
Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic...
keenonretirement.libsyn.com
Morningstar Retirement Joins Retirement Advisor Council
Jan 04 2024
Morningstar Head of Channel Strategy Nathan Voris will serve as representative in the Council...
401kspecialistmag.com
5 ways retirement changed in 2023
Dec 27 2023
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors....
financial-planning.com
I need a retirement coach, not necessarily a financial adviser
Dec 26 2023
I'm 55 and wife is 53. We both have 401k that we max out. I will get a pension when I retire. I can retire as early as 59, but the pension is significantly higher if I work until 65. But I am getting ...
reddit.com
Firing Your Financial Advisor and Becoming a DIY Investor — 6 Steps to Make It a Smooth Transition
Dec 25 2023
By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to ma...
whitecoatinvestor.com
Leading 2024 Trends Facing Financial Advisors
Dec 24 2023
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
401kspecialistmag.com
Corporate Roundup: Vanguard Leadership Changes, Ascensus Team Expansions
Dec 24 2023
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
401kspecialistmag.com
What Clients (Actually) Value Most in a Financial Advisor
Dec 23 2023
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
redefiningwealth.info
What do you do about complicated financial things when you are really old?
Dec 21 2023
I retired at age 57 last year. Nowadays I have fiduciary financial advisors to help me navigate all the complexities of being a person that has to file quarterly taxes and figure out how to best move ...
reddit.com
Am I Crazy For Paying My Financial Advisor $25k/year?
Dec 19 2023
When you’re doing well financially, paying advisor fees might seem unnecessary. So do you need an advisor if you’re already in a good place? Having a successful retirement isn’t just...
buzzsprout.com
Many Want to Work with a Financial Professional—But Aren’t
Dec 13 2023
Americans worry advisors will try to sell them products or judge them...
401kspecialistmag.com
Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459
Dec 12 2023
Do financial advisors have some secret blood handshake that they’ll all claim they can get you 8 percent returns, but then tell their clients they can only withdraw 4 percent in retirement? That...
purefinancial.com
406: Discovering The Four Phases of Retirement with Dr. Riley Moynes
Dec 04 2023
Today, I’m talking to Dr. Riley Moynes. Dr. Moynes is a bestselling author, former financial advisor, and TEDx speaker. Not only has he coached countless individuals through their retirement jou...
retirewithpurpose.com
What advisors can learn from a client who plans to live to 123
Dec 03 2023
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
financial-planning.com
Advisor Q&A: Courtenay Shipley Brings Creative Fuel to the Retirement Industry
Dec 03 2023
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief…...
401kspecialistmag.com
The art of asking: How the right questions, worded precisely, can help older clients
Dec 01 2023
By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood....
financial-planning.com
Navigating tough holiday conversations with your clients
Nov 28 2023
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays....
financial-planning.com
How do I find a tax advisor to guide me on IRA withdrawals and Roth conversions?
Nov 27 2023
I’m 65 and plan on retiring from full time employment in 26 months. I have a military pension, 900k in retirement savings (mostly in non-Roth, unfortunately), planning on drawing SS when I retir...
reddit.com
The financial advisor's guide to Medicare
Nov 22 2023
Medicare is a minefield of deadlines, penalties and the potential for disastrous mistakes. Here's how wealth managers can guide their clients to safety....
financial-planning.com
What Is a Certified Financial Planner (CFP)?
Nov 21 2023
In an attempt to save on costs, millions of Canadians are using self-directed investing platforms to manage their own investments. These robo-advisors and online brokerages have made investing more af...
retirehappy.ca
Meet the CDFA, a certification for advisors with wealthy clients facing divorce
Nov 21 2023
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line....
financial-planning.com
Guidance on selecting a financial advisor
Nov 21 2023
We are approaching retirement. I (60f) was laid off a couple of months ago and am finding it difficult to find another role and I’m finding it more difficult to think about going back to a corpo...
reddit.com
Workers and Advisors Voice Separate Opinions on Retirement Barriers
Nov 12 2023
Consumers were likelier to point to inflation and the economy as a major barrier to a…...
401kspecialistmag.com
Ask an advisor: Could I invest better than my 401(k)?
Nov 10 2023
Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement....
financial-planning.com
Retirement advisors in grim mood as global tensions rise
Nov 07 2023
This month, retirement planners expressed slightly higher confidence in the U.S. economy — but much more anxiety about the world....
financial-planning.com
This Is Why You PAY YOUR ADVISOR!
Nov 07 2023
In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Kristen from Californiais at a crossroads post-retirement. At 61, she's contemplating d...
sites.libsyn.com
Bucketing by Expense Type with the Actuarial Approach
Nov 05 2023
Many financial advisors employ time segmentation buckets (sometimes simply referred to as “bucketing”) to help their clients fund their desired retirement spending. This usually involves t...
howmuchcaniaffordtospendinretirement.blogspot.com
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
Nov 02 2023
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more...
401kspecialistmag.com
Poll- Actions around personal finances
Oct 29 2023
Recently I was speaking with another parent about financial advice we gave our children. So when I read about this poll at a popular blog , the retirement manifesto , https://www.theretirementmanifest...
reddit.com
The Most Revealing Question
Oct 25 2023
By Dr. Jim Dahle, WCI Founder I was chatting recently with two financial advisors who work exclusively with doctors, and we were comparing stories of physicians who are in serious financial trouble wh...
whitecoatinvestor.com
Can You Spot the Unbelievably Bad Financial Advice on These TikToks and Tweets?
Oct 25 2023
By Josh Katzowitz, WCI Content Director Social media is pretty much the worst. I feel like I have to be on X (Twitter) and Facebook for my job (and I spend plenty of hours a week on both), but I also ...
whitecoatinvestor.com
Why Would a Tax Advisor Discourage 529 Plan College Savings? - 452
Oct 24 2023
Why does Becca in Florida’s advisor "poo-poo" her strategy for funding 529 plans for education? Keith, commenting on Spotify, wants to know about reimbursing yourself from a 529 plan for the sch...
purefinancial.com
Retirement confidence keeps falling as political instability rises
Oct 12 2023
As Congress battles over spending and House leadership, retirement advisors are losing faith in the U.S. economy....
financial-planning.com
Don’t Lose Your Match: The Danger of Ignoring Your 401(k) Vesting Schedule
Oct 09 2023
It’s common financial advice – save enough in your 401(k) to get the company match. It’s great advice (after all, who doesn’t want free money?), but it may not be yours to keep...
401kmaneuver.com
7 Rewarding Side Hustles for People Over 40
Mar 24 2023
A growing number of seniors are delaying retirement because they need the money, enjoy their work, or can't see themselves doing nothing. In astudy conductedin 2021 by the American Advisors Group (AAG...
wealthofgeeks.com
Popular Topics
Filter content by these topic groups: