<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=913546378717206&amp;ev=PageView&amp;noscript=1">
Sort by category
Retirement

Personal Retirement Paycheck: Tips To Help Clients Retire Smart

The five years before and after retirement are critical to the overall success of a retirement income plan, and advisors who know how to talk with clients about retirement...

Read More
Retirement, Retirement Blog Series

Taking a Deeper Look at Long-Term Care and Retirement Planning

This blog is part of a series by Professor David Littell, Director of the RICP® program and Co-director of The American College New York Life Center for Retirement Income. Each...

Read More
Financial Planning

Silver Divorce and Retirement Income Planning: IRA and 401k Assets

Divorcees on the brink of retirement – or already retired – want smart advice and support for retirement income planning. This niche population, doubled in size since 1990, is...

Read More
Retirement

Common Client Retirement Mistakes & More

As Americans become more aware of the need to develop sound retirement plans, the financial services profession is responding by making an increased effort to get educated on...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More