Samantha Allen

Samantha Allen

Digital Managing Editor

Samantha Allen is the digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant, where she oversees digital content and strategy.

She has covered financial advisors for the last five years. Prior to joining SourceMedia she was managing director of Investius, a Chicago-based video production company. 


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Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.
To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes.
Forget about their growing accounts -- that's just one of the reasons Gen Y is a wothy crowd to pursue, say young planners who target this market.
Whether they like it or not, RIAs must pay careful attention to their firms' compliance practices. Here are 23 important guidelines to follow.
Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor.
All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data.
It doesn't have to be long, but your annual business plan should be on paper. Here's why advisors should write out their plan each year -- and what they should include.
Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed.
From stolen cell phones to email scammers and hackers, advisors face numerous threats to the security of sensitive client data. Here are a few simple ways advisors can avoid getting hacked.
As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement.
HighTower has added a Merrill Lynch team with nearly $300 million in assets to its new network aimed at breakaway independents.
Elliot Weissbluth tells HighTower conference attendees that he anticipates headwinds for firms that provide both products and advice and sees no future for small, unsophisticated advisors.
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