Client Service

Cash-Out Concerns Ahead of Tax Season

Workers in the U.S. still have plenty of time to file their 2021 taxes with the IRS, but advisers can take steps now to remind their clients of the potentially disastrous consequences of early retirement plan cash-outs.

The Role of Advisers Is Expanding

In light of the pandemic, at least 22 million Americans spoke with a financial adviser for the first time as many looked to make plans for retirement and end-of-life preferences.

Protecting Elderly Clients From Financial Abuse

Sources offer lessons learned from thousands of potential elder abuse investigations, highlighting red flags and revealing the harm that can befall clients; for example, those victimized by a loved one lose nearly three times as much on average to fraud or theft as those victimized by a stranger.