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Featured
Guiding Clients in an Increasingly Turbulent World
Natixis execs discuss client pain points that financial advisors must address and offer suggestions on how to reframe conversations.
How To Protect Clients from Social Security Fraud
Nearly everyone is a potential target. The Social Security Administration sends checks to more than 70 million beneficiaries.
A Reverse Mortgage May Enable Clients to Move On
Seniors looking to downsize to a smaller but more luxurious home can do so without digging into their retirement savings.
Build Your Brand with Stories
Financial advisors can use the messaging power of storytelling to engage clients, build trust and create great content. (By Gretchen Halpin)
AI Creator Aims to Spare Families LTC Nightmare
Prudential is piloting her platform which predicts clients’ future long-term care needs and costs and evaluates funding options.
00:01:58
Biden Vows To Raise Taxes on Rich
In his State of the Union address, U.S. President Joe Biden vowed to raise taxes on big companies and the super-rich.
‘Outsourcing Retirement’ Eases Burden for Clients
Helping clients identify tasks that can be automated or delegated can free them up to focus on what matters to them. (By Dave Buck)
A Better Way to Seek Client Introductions
You can make this ask part of your regular and structured client-review meetings without sounding pushy. (By David Leo)
Ex-Marine’s New Mission: U.S. Retirement Readiness
He served individuals as a financial advisor after his military service ended. Now he’s expanding his efforts.
What the Wealthiest Clients Really Want
Cerulli analysts detail America’s wealth explosion and explain how firms must adapt to cater to the evolving demands of HNW and UHNW clients.
Latest News
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SEC Charges Investment Advisors for Overstating Use of AI
The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.
Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why
It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.
Judge: Minority-Business Agency Can’t Consider Race
A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.
IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense
Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.
Annuities Continue March Upward
Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.
Financial Discipline Among Americans Sliding, Study Shows
People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.