The Other Debt Bomb in Public Employee Benefits: Retirement Scan
While underfunded public-pensions have been in the spotlight in recent years, another problem that has not received as much notice is the nearly $1 trillion in unfunded health care liabilities.
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Even the wealthiest clients are happy when their advisors uncover extra cash for them. Here’s how to do it. more »
The firm will offer advisors expanded trust services and support with multi-generational family planning. more »
The IRA contribution limit in the U.S. is $5,500; Canada's limit is $20,000. If an investor is willing to put away that much money, why not allow it, one write asks. more »
Advisors in the Midwest and on the West Coast noticed information from their accounts on Pastebin, a website notoriously used for posting hacked or leaked information. more »
Talking about dementia is one of the hardest conversations advisors will ever have with their clients, says David Gutzke, a wealth management advisor for U.S. Bank. Listen to some of his tips for helping clients and their families with this difficult issue. more »
Banks are expected to start rolling out digital wealth management offerings this year that could attract young clients who favor a mix of technology and personal advice. more »
Failure to align business practices with a client's needs may invite scrutiny, the regulator warned. more »
Morgan Stanley fired an employee it said stole data, including account numbers, for as many as 350,000 wealth management clients and posted some of the information online. more »
A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions. more »
Here are 21 simple steps to make 2015 a great year for you, your clients and your business. more »
While some commentators feel that people are likely to drain their savings too fast, at least one expert says many are too reluctant to start spending their nest eggs; Plus, many retirees learn valuable investing lessons only through trial and error. more »
Clients should start preparing emotionally, as well as financially, for retirement at least five years early; Plus, downsizing your home isn't always a good idea. more »
Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account. more »
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