Running Out of Money is Biggest Concern of CPA Financial Planners’ Clients
It is no wonder, since Baby Boomers are retiring with an average of only $104,000 in savings.
Tag: Advice
Investors Want Financial Planning to Include Health Care Costs
They also believe their financial future is largely dependent on their physical well-being.
Client Marital Status and Career Outlook Central to Risk Tolerance
Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes.
Lawsuit Challenges BIC Exemption’s Creation of Class Action Remedy
Thrivent alleges the DOL has exceeded its authority by requiring that the BIC Exemption include a contractual agreement that customers could pursue a breach of contract action and...
New Financial Wellness Solution Available to Employers
Mapping Your Future Financial Solutions features extensive flexibility and customization, allowing organizations to meet the specific financial education needs of their audience.
Securian Adds SmartDollar to Retirement Plan Education Platform
The SmartDollar solution was created by author and national radio show host Dave Ramsey and is aimed at boosting financial wellness both inside and outside the employer-sponsored retirement...
People Value Early Financial Advice
Fifty-nine percent of Americans say meeting with a financial adviser before the age of 35 is a wise move.
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Traditional Advisers Can Learn From ‘Robos’
Automated services are user-friendly, responsive and transparent about fees
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Few Americans Focus on Retirement
… despite the fact they worry about depleting their nest egg
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Helping Boomers With Retirement Fears
Today’s pre-retirees face pressing needs, including for health care
CFP, FPA and Others Announce Volunteer Advice Events
Throughout October, the groups will host 22 one-day events in cities across the U.S., staffed by CFP professionals offering no-cost discussions and consultations with the public.
Use of Online Tools, Advice Boosts Savings
Mobile banking apps are the most commonly used online tool.
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Fiduciary Crunch Time
Retirement industry providers are preparing careful responses to the fiduciary rule
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New Frontier
What the past decade has meant for retirement plan advisers and where the industry will go from here
Americans Open to More Investment Risk to Improve Retirement Savings
Hearts & Wallets found less than one-third of accumulators feel their retirement savings are on track.