Tag: Wealth Management

A Digital Divide

Like recordkeepers, advisers increasingly connect directly with participants via proprietary platforms.

Why Edward Jones Is Funding Alzheimer’s Research

The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical challenge to individuals, unpaid caregivers and their families.

Can the Adviser Industry Make Real DE&I Progress in 2022?

Experts who work on adviser industry diversity, equity and inclusion efforts see reasons for optimism in the New Year, but they are also realistic about the size, scope and deep-seated nature of the challenges they face.

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.

How Leaders Are Addressing the Adviser Gender Gap

Although they make up more than half the population, currently less than 20% of financial advisers are women. This raises the question of just what is so unwelcoming about the advisory business.

A Few Key Lessons to Learn From Wealth Managers

Guidance about investing and the accumulation of assets is only the beginning of genuine financial planning—a fact that has already been embraced by forward-thinking wealth managers.

An Age-Old Problem

Advisers often disregard life expectancy when designing financial plans.