Paola Peralta is an associate editor at Employee Benefit News. Her work covers DEI, workplace technology trends, Gen Z and workplace culture. She was previously a freelance reporter with Financial Planning, where she focused on workplace culture and diversity. Paola graduated with a bachelor's degree in journalism and political science from the University of Central Florida in Orlando.
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Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.
March 19 -
“Having retirement assets in both traditional and Roth accounts can help clients hedge their tax bets for retirement,” an expert says.
March 18 -
Clients are advised to keep some of their savings in cash and focus on their long-term prospects.
March 17 -
Wealth management firms should track the lives they impact beyond the size of their client books, KMS Financial Services CEO Erinn Ford says in an episode of Financial Planning’s Podcast.
March 17 -
Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.
March 16 -
While younger clients may be putting away more money than Gen Xers and baby boomers, they’re not better prepared for retirement compared with their older counterparts, experts say.
March 13 -
The firm has touted its capabilities, lighter bureaucracy and corporate environment to new hires — factors that have helped lure in top talent.
March 12 -
“Find ways to generate income,” says one financial planner.
March 11 -
While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.
March 10 -
To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.
March 6
