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Financial Planning, Other

Maximizing LinkedIn with Minimal Compliance Exposure

With the proliferation of mobile devices, social media has quickly become a dominant influence on modern communication and culture. Clearly, as a tool for client building and...

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Financial Planning

Meet Your Next Manager: A Millennial

In 2015, millennials took over as the largest generational group in the United States workforce. By 2020, millennials, generally described as those ranging in age from 18 to 35...

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Retirement

Silver Divorce: Retirement Income Planning for Late Life Divorcees

Silver divorce – divorce among adults aged 50 and older – is booming. A study by the National Center for Family and Marriage Research at Bowling Green State University shows...

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Financial Planning

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

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DOL

John Wayne, Public Comments, and The Future of the Fiduciary Rule

After proposing last week to extend the implementation deadline of its fiduciary rule by 60 days, the U.S. Department of Labor has opened a 15-day public comment period for its...

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DOL

DOL Proposes To Delay Fiduciary Rule For 60 Days

The U.S. Department of Labor proposed Wednesday to delay the implementation deadline of its rule regarding fiduciary duty in retirement savings advice by 60 days.

The first...

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DOL

The DOL Rule’s Influence on Financial Services: Insights from an Expert

In a year where the Department of Labor’s fiduciary rule has substantially influenced financial services news and conversations, financial planners may feel more confused than...

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DOL

What 2017 Means for the DOL Rule: An Expert Weighs-In

The U.S. Department of Labor’s fiduciary  rule, revered by some financial services experts as a revolutionary shift within the profession  and reviled by others has an...

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Retirement

The Financial Advisor’s Guide to Helping Senior Clients Select Medicare Benefits

When was the last time you researched Medicare benefit options for your clients? Upon their 65th birthday, retirees must make critical choices regarding coverage that can...

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