Wealth Think

Advisors should focus on key questions to best estimate how much retirement savings a client really needs.

There were immediate, positive reactions over her overall message, which was taken as an indication of continued support from the Fed.

Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.

With a rise of class-action lawsuits in the offing, the smallest investors could get the cold shoulder.

These state planning strategies may inspire, motivate and educate beneficiaries to become the people their benefactors hope they’ll be.

Voices: Separately managed accounts allow clients to invest in line with personal values, while also offering customization and tax advantages over mutual funds and ETFs.

Voices: Self-proclaimed market wizards often have records of accuracy that fall far short of the hype that surrounds their reputations. Advisors, beware.

Voices: The assumptions that robos can disrupt human advice or are even innovative technology should be questioned, argues Riskalyze CEO Aaron Klein.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

Voices: For smaller B-Ds, there will likely be an added cost of obtaining an unbiased assessment of the consistency, accuracy and suitability of their robo tools.