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The Social Security System will be a significant source of retirement income for anyone over the age of 40. And it most likely will continue for decades, provided it gets tweaked and changed along the way. But thats an important caveat. It needs to be changed.
February 28
Employee Benefit News and Employee Benefit Adviser -
Experts say that clients should wait to collect benefits from Social Security. But there is actually an exception. And it has to do with the relationship between Social Security and Medicare.
February 28 -
If youve built a productive advisory practice, you know that the single most important resource for prospective clients is your existing book of clients. Unfortunately, Ken Haman says asking for referrals from your current clients can do more harm than help.
February 28
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The justices unanimously ruled in favor of two Gabelli Funds LLC officials seeking to block SEC claims that they improperly let a client engage in market timing, a practice of making frequent, short-term trades at the expense of other investors. They contend the SEC missed the five-year deadline to file the lawsuit.
February 28 -
Investors can find their account balances anywhere, said Kevin Crowe, head of solutions for SEI Advisor Network. We found they want their advisors technology to help identify clients goals, create plans, and show what progress is being made towards meeting those goals.
February 28 -
Many financial advisors hesitate to use social media because they are concerned about compliance. This is certainly understandable, but current rules allow plenty of flexibility to use social media effectively.
February 27
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Everything financial advisors wanted to know about LinkedIn, but were afraid to ask.
February 27
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Twitter is arguably the Internets most powerful tool for conducting real-time conversations online. Here are a few reasons to consider using Twitter, and how to make it work in your practice.
February 27 -
The growing effects of climate change should be a wake-up call for art collectors and their planners, says a top art insurance executive.
February 27 -
In its second big recruiting move of the year, HighTower has picked up a former branch manager from Morgan Stanley.
February 27
