Samantha Allen
Former digital managing editorSamantha Allen is a former digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant.
Samantha Allen is a former digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant.
As longevity increases, advisors must find smart new ways to prepare clients for the cost of an extended retirement.
While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.
Elliot Weissbluth tells HighTower conference attendees that he anticipates headwinds for firms that provide both products and advice and sees no future for small, unsophisticated advisors.
It's hard -- really hard -- to pick investments that outperform over time, Fama, the 2013 Nobel prize winner in economics, told advisors.
A new withdrawal strategy from J.P. Morgan takes real-life spending habits into account and suggests clients could spend more at the beginning of retirement.
Here's a snapshot of the best ideas to come out of this year's conference.
As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.
So-called robo advisors are shaking up the wealth management industry, but they can't replicate the human touch of actual advisors.
A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.
Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges.