Saturday, October 23, 2021

Advisor Toolbox

Advisor Finds Financial Planning is Like Martial Arts

As a life-long martial artist, he has learned that mindset translates well to financial planning. (By DJ Hunt)

What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

A Family Crisis Changed My Approach to Retirement Planning

As a former accountant turned financial advisor, I am a numbers guy. But after my mother committed suicide six months after retiring, I made major changes.

Wealthy Business Owners Want Out, Junior Wants In

The pandemic has had a much bigger impact on succession planning than this multi-family office anticipated.

Financial Planning Pioneer Turns to Video Marketing

Longtime RJ advisor Margaret Starner shows her team’s personality in holiday video. (By Laura Garfield)

From Health to Family to Career Advice, this RIA Offers It

The Colony Group's platform of third-party experts goes far beyond what most RIAs offer clients. Here's how and why they do it.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

More Investors Want Advisors to Screen for ‘Chemical Footprints’

Older investors using assets to fight toxic chemical pollution can help work toward a healthier society — and build a bridge with younger generations.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Has the Pandemic Altered Clients’ Retirement Strategies?

Touch base with clients to address how Covid-19 may have impacted their vision of retirement. (By Tina Haley)

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.