Topic highlights

Biden Administration to Release Final Fiduciary Rule Soon

The DOL is preparing to release a final rule that would require more advisors to act as fiduciaries when giving retirement advice.

Outsourcing Investment Management to Elevate Your Business

Outsourcing investment management may help you save time. Ask yourself these questions to determine if it's a good move for you.

Change With the Times or be Left Behind — Here’s How

Advisors need to develop ways to be more consultative with clients and lessen their financial stress.

4 Ways to Avoid Getting Fired by Female Clients

Attracting and retaining female clients is critical for wealth-management growth, say two financial planning experts.

The Wisdom of the Multigenerational Cruise

Advisors can facilitate family togetherness by helping their clients arrange a get-together aboard a cruise ship. (By Bryce Sanders)

Hearing Aids Don’t Have to Be So Frustrating

If your clients are among the 71% of older adults with hearing loss who fail to wear them, they may not know all their options.

How to Save Clients from Blowing Up Their Retirement

Advisors need to be aware of these 12 retirement hazards clients can bring upon themselves. (By Bryce Sanders)

America Worries About Health Costs — and Voters Want Answers

Healthcare tops the list of basic expenses worrying Americans, but neither Biden nor Trump are basing their campaigns on healthcare promises.

Hacking at UnitedHealth Unit Cripples a Swath of the U.S. Health System

A ransomware-stricken hospital saw nearly a 21% rise in mortality and cyberattacks are also causing other problems for patients.

5 Steps to Safeguard Your Client’s Estate

An estate-planning attorney discusses how to avoid probate, reduce taxes and protect assets from nursing homes.

How I’m Solving My Practice’s Capacity Issue

I was looking to create a clone of myself and my daughter was looking for a new career. Now we’ve teamed up, carefully. (By Bridget Grimes)

‘Sandwich’ Clients Need a Problem-Solver

Advisors can build trust by helping clients and their parents navigate the inevitable choices that come with getting older. (By Bryce Sanders)

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SEC Adopts Amended Rules for Internet-Based Advisors

SEC-registered advisors operating solely through the internet must adhere to changes that aim to improve oversight.

Legendary Behavioral Economist Daniel Kahneman Dies at 90

Kahneman employed his training as a psychologist to advance what came to be called behavioral economics, widely used by financial advisors.

Remote Work Creates ‘Black Hole’ in U.S. Office Space Demand

A recovery in office space demand is unlikely for years, said real estate analysis firm Green Street, with the disruption the worst on record.

Do Advisors Give Self-Directed Brokerage Accounts an Advantage?

Schwab Personal Choice Retirement Account holders who used an advisor had account balances nearly twice that of unadvised accounts.

BlackRock’s Fink Flags U.S. Retirement Crisis

In addition, he announced BlackRock in April will offer a lifetime-income option in 14 retirement plans covering 500,000 employees.

Cartel Steals Millions From Timeshare-Owning U.S. Seniors

The Mexican cartel typically preys on older, retired people who want to leave as much money as they can to their family by selling off assets.