Practice

Having lost AUM over the past year, advisers are investing time and resources in new engines of growth.

This approach to planning remains a strong way advisers can add value for clients.

While clients have only pulled a net 2% of assets so far,some have predicted the industry would shrink by roughly a quarter over the next year.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.

The differences between Trump and Obama are numerous, but both share disgust with the irresponsible behavior that led to the 2008 financial crisis.

92% of 401(k) participants are unaware of the fees they pay in their plans, creating the potential to lose a substantial amount of retirement savings

This approach to planning remains a strong way advisers can add value for clients.

Instead of hand-wringing over its future, advisers and clients can consider this solution.

Retirees can hear different perspectives from other patients and learn more about their medical conditions.

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.