Clients sometimes wander away from the investment policy statement because of distorted perceptions of market volatility, Russell Investments found in an adviser survey.
Less than half (43%) of Americans who are actively planning for retirement intend to meet with a financial adviser to review investment strategies this year.
Nationwide Financial takes on client fears and retirement planning challenges in “Let’s Face It Together,” a newly launched campaign that supports advisers.
A product education platform from CANNEX provides annuity and retirement income educational tools for advisers to use with clients in planning retirement income.
On a steady course of expansion, CAPTRUST Financial Advisors in Raleigh, North Carolina, has acquired Freedom One Financial Group in Clarkston, Michigan.