Rising rate of gray divorce in the U.S. requires financial advisers to understand different planning strategies
To survive technological disruption in financial advice, planners can learn a few lessons from high-grossing movies that continue to draw customers into theaters.
Senior depression is often overlooked when financial advisers consider hurdles their clients may face as they age.
As tech starts to track what clients actually do, report back and personalize their experience, planning processes and the client experience will advance.
If loss aversion is high, here's how an adviser can approach the situation and make up for lower long-term investment gains.
Jamie Hopkins will provide regular insights to help financial advisers better understand and conduct retirement income planning.
The new law may change the appropriate mix of tax-deferred and Roth contributions for clients.
The vast majority of financial services professionals still fail to incorporate home equity planning or reverse mortgages into their practices
Clients with unwanted policies might be able to sell or exchange them for better policies.
Advisers need to help ensure that their clients' digital assets are properly managed and dispersed upon incompetency or death.
