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An Insider’s Primer on College Admissions

As a wealth advisor and college-planning advisor, I encourage you to share these tips with clients whose kids or grandkids are college-bound. (By Brian Safdari)

Annuities Are for ‘Everyday Millionaires’ Too

Here’s how and why my dad and I discuss annuities with clients — even though these products often still get a bad rap.

How to Help Clients Live a Better ‘Chapter X’

Depressed upon retiring from my financial planning practice, I’ve learned and taught others what’s really needed in retirement. (By Michael Kay)

Wall Street’s Regulatory Reins Start Loosening as Fed Proposes New Rule

Proponents and critics disagree over how much the Fed needs to protect against bank failures.

A Major Marketing Bonanza for Practice-Building Advisors 

The multi-generational gray tsunami, which I’m part of, presents the biggest-ever opportunity advisors. (By Lewis J. Walker)

How to Gain Traction in the Hard-to-Crack 401(k) Market

This new opportunity for advisors focuses on an asset class that more employers are adding to their plans.

Tuition Increases and Layoffs Are Coming to a Broad Set of Universities

Declining government support at both the federal and state levels is hitting schools large and small across the country.

Social Security: Time for Mythbusting and ‘Haircuts’

Here’s how I’m explaining the current state of Social Security to our clients and adjusting our financial planning. (By Michelle Rand)

A Smarter Way to Start Insurance and Estate-Planning Conversations

Our brains are hardwired to avoid thinking about death, but advisors can use a simple shift to get the conversation going.

Pre-retirees Are Confused, Not Committed

Clients who gain clarity about their desired retirement lifestyle are more likely to commit to  financial strategies to support it. (By Dave Buck)

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N.J. Is Changing Who Has to Pay the ‘Mansion Tax’

The new state budget also increases the tax, but not as much as the governor wanted.

GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock

GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving.

Warren Buffett Donates Record $6 Billion Berkshire Shares

The latest donation boosts his overall giving to charities to well over $60 billion.

BlackRock Looks to Expand Private Markets to Retirement Plans

The plans reportedly will include a 5% to 20% allocation to private assets, depending on the investor's age.

Capital Group Boosts Retirement Plan Service With Advisor-Focused Upgrades

 RecordkeeperDirect additions include “fund flexibility” offering investments from other fund families.

Firms Need to Get Back to the Basics of Organic Growth, Report Urges

Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.   

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