Wealthy & Stressed Out Clients? How $1.3B Advisor Helps
Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.
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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. more »
The U.S. Supreme Court issued a decision that could have far-reaching implications for how long a retirement plan participant has to sue an employer for breach of fiduciary duty in a 401(k) plan. more »
Even taxpayers with professional help can make significant mistakes. See the three failures that tripped up one taxpayer. more »
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. more »
The common experiences of this younger generation makes them a different type of client than the traditional U.S. investors. more »
The financial industry and the White House are gearing up for a fresh battle this spring over investment advice for retirement savings. more »
By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios. more »
Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed. more »
American workers and retirees are expressing higher confidence about their ability to afford retirement this year, even though there is little sign they are taking the necessary steps to achieve that goal, according to a new survey. more »
Amid flagging confidence in retirement security, advisors can change the conversation by focusing on outcomes and planning for sustainable income. more »
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. more »
Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry. more »
Advocates for a new, stricter standard say momentum is on their side, while opponents argue that the rule-making process is too hasty. more »
11 Creative Ways Advisors Have Changed Their Fees
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