More Lawsuits Mean Even More Problems for Stubborn Plan Sponsors
Excessive fee lawsuits now are a common occurrence throughout the financial industry. Every week you can hear about a major university or company pension plan being sued by the participants. However, the one thing that keeps on surprising us is the stubbornness of the plan sponsors to understand during the committee meetings that their duty of loyalty is to the employees, not to the company.
What kind of risks do you need to take when it comes to planning retirement income?
Recent research from the Deloitte Center for Financial Services focused on retirement preparedness, showing a number of practical barriers that were either preventing or discouraging people from saving for long-term...Read More
Week of June 17, 2019
#6. – The 18-month recession that the United States experienced between December 2007 and June 2009 wiped out more than $7 trillion of real estate assets and stock portfolios. At the...Read More
Robo vs. Advisor
In the past few years, robo-advisory platforms gained a lot of traction in the world of financial planning. The first robo-advisory firms were launched in 2008 during the...Read More
How financial avisors can help clients overcome student debt
Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor...Read More
Diversification by Twitter: How Trump’s Trade Tactics Are Changing Financial Markets
Donald Trump yesterday suddenly threatened to increase tariffs on many Chinese goods from 10% to 25% effective this Friday. He also threatened to institute many new tariffs. According to his...Read More
To ESG or Not to ESG?
Environmental and socially responsible investing (also known as ESG, where the ‘G’ stands for governance) has been a hot topic in recent years. Since Earth Day was just a...Read More
How Advisors Can Connect With Different Types of Clients
Advisors work with their clients to achieve some of the most important goals in their lives by building the financial foundation for retirement. There are many aspects of this process...Read More
6 Best Practices In Client Communication For Financial Advisors
In our modern world, there are tons of ways to keep up with your clients and even prospects, and we’ve thought up a few ways below for you to keep in mind. Whether it’s their preferred means of communication or what you should be talking about with them, we hope you’ll find some of our strategies below useful...
3 Reasons Why Google’s Days May be Numbered: A Book Review of Life After Google by George Gilder
George Gilder, as an investment expert, certainly had his ups and downs with an emphasis on downs. He is remembered by many for his wild eyed predictions of ‘making a...Read More