Updated Saturday, July 12, 2014 as of 3:34 PM ET
Blogs - The Next Level
Best of September: Changes Since the Crisis, LTC Insurance Pitfalls
Monday, September 30, 2013
Partner Insights

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five:

1. 5 Years Since the Crisis: What's Changed for Advisors?

From improving communication with clients to placing a bigger emphasis on risk management, advisors from wirehouse and regional firms share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

2. The New Math of Retirement

Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need When planning for your clients' tomorrow.

3. Danny Ludeman Retiring as Head of Wells Fargo Advisors

Ludeman, the 34-year industry veteran, announced his retirement on Friday, Sept. 27 after five years as head of Wells Fargo Advisors.

4. Is Mandatory Retirement Policy Age Discrimination?

If your partnership agreement includes a mandatory retirement age, now might be the time to reassess.

5. CFP Board Strips ‘Fee-Only' Listing From Its Website

Without any notice, the CFP Board unilaterally changed thousands of its certificants’ profiles on its website by removing the term “fee-only” and swapping it with “none provided.”


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