Practice

Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey.  More »
New research finds that advisors can play a critical role in alleviating some of boomers' retirement anxiety -- even if they may underestimate how long it takes to build client trust.  read more »
The U.S. House voted to repeal the 99-year-old U.S. estate tax amid a partisan clash over whether the government should break up concentrated wealth or make it easier to pass along assets to the next generation.  read more »
REACHING OUT: "You're talking about people's money. You can't get any more emotional than that," says Wells Fargo Advisors' Devon McConnell.
The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.  read more »
Image: iStock
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.  read more »
REACHING OUT: "You're talking about people's money. You can't get any more emotional than that," says Wells Fargo Advisors' Devon McConnell.
The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.  read more »
How Wells Fargo Serves the Ultra-Rich
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