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.
It doesn't have to be long, but your annual business plan should be on paper. Here's why advisors should write out their plan each year -- and what they should include.
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.
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.
Fidelity Investments is telling investors and advisors that clients' data appears not to have been captured by the hackers who infiltrated the systems of JPMorgan Chase earlier this year. And while clients aren't yet worried, advisors say, such threats are unlikely to go away.
From stolen cell phones to email scammers and hackers, advisors face numerous threats to the security of sensitive client data. Here are a few simple ways advisors can avoid getting hacked.
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.