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“Fiduciary” has become an attractive marketing term, but what does it mean? More importantly, what does it mean to you?...
Robo advisor platforms remove almost all of the work from investing, allowing you to follow a passive investing strategy. It’s no wonder they’ve become so popular; it’s expected that...
The cost of hiring a financial advisor depends on several factors, starting with the advisor’s fee structure. This article covers expectations and average costs....
Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions....
Should you hire a financial advisor? Are they worth the cost? Is now the right time? If you've ever asked yourself any of these questions, then this article is for you. With all the wealth that has be...
What's the worst ever financial advice you've heard? Some of the financial dogma you hear makes sense for most, but some of it is downright dumb....
What if one of the keys to a happier, more meaningful retirement isn't doing more, but becoming more curious about the people and world around you? In this episode, psychology professor Dr. March Schu...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/9593a2 ======================= I've watched people with plenty of money retire and spend the first two years secon...
I’ve heard that investors would rather have a root canal with ZERO Novocain versus speaking to an advisor about Life Insurance. So, here is a great educational video on Tips for Reviewing Your Life In...
Instead of letting life insurance policies lapse or even liquidating them, advisors can guide clients through settlements, which might make sense depending on clients' situations.
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/7a0f48 ======================= Every time you add one more year to your retirement projection, the numbers get bet...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a ======================= You saved well. You invested well. You built $2 million or more. But the habits tha...
My wife and I are looking to retire in 2030 or sooner. I‘m not worried about money, but I want to make sure we are prepared with regard to insurance, withdrawal strategies, Social Security commencemen...
New research is challenging the way we think about the 4% rule — and revealing why a smarter retirement income strategy may be less about preserving every dollar and more about confidently funding the...
Advisors could find a pool of prospects eager for more advice than they tend to get from their 401(k) plans alone.
Dolly Parton had hundreds of millions of dollars, sophisticated estate planning, and a plan for what would happen after she was gone. Yet conflict still followed her death. In this episode, we look at...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a ======================= You saved well. You invested well. You built $2 million or more. But the habits tha...
While rollover assets increase with retirement savers' age, many rollover transactions occur well before retirement, according to new data and a panel of six experts. For financial advisors, that pres...
Social media and online communication have made it easier to connect with family and friends, but it's also opened up new ways for criminals to access your hard-earned money. On this episode of the Fi...
Stocks are near record highs while fixed-income yields are at levels we haven't seen in nearly 20 years. That combination may give retirees an unusual opportunity—but taking advantage of it requires t...
The market's return is only part of the story. Find out how taxes can quietly erode your retirement wealth and the planning strategies that can help you keep more of what you've worked so hard to buil...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/4f7f57 ======================= A couple came...
Advisors may want to rethink one of the industry's retirement rules of thumb. Two researchers suggest swapping the traditional 4% withdrawal rate for a "flexible 3%" rule to lower failure rates for lo...
According to our financial advisor we’ll have about $900,000 when we’re 94! I doubt we’ll live that long though. He also said we’re actually “under spending”. My husband wasn’t happy that he said that...
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.