Retirement: Is the 4% rule still relevant?
For the last 20 years there has been a steadily consistent rule of thumb by America’s financial planners when it comes to retirement — the 4% rule. And what exactly […]
Monthly Archives: December 2014
FSI 2014 Year in Review with Board Chair, Mike Mungenast
After eight years serving on FSI’s Board, I have become very familiar with the extraordinary level of energy and focus FSI’s staff and Board members bring to the mission of […]
How to Handle the Investments of Aging Parents
There’s been plenty of attention on aging baby boomers and their lack of preparedness for retirement. However, boomers are also finding themselves in delicate situations when it comes to their parents’ finances. It’s […]
5 Disruptors That Will Change Advisors’ Businesses
ndependent financial advisors constitute a young profession, but they and their partners over the past 35 years—the years that this magazine has been published—have always helped shape societal trends, technology […]
The Year of Financial Advisor Transformation
As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014). Accordingly, affluent investors are more optimistic […]
Most advisory firms don’t have a strategy for landing client referrals
There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical […]
The contingency plan: Your succession plan’s safety net
If you can count yourself among the minority of advisers — about 40% — who are within five years of retirement age and have created a succession plan, you’re all […]
The most valuable thing an adviser can do for clients in 2015
As we head into 2015, advisers will have myriad opportunities to read industry pundits’ prognostications on what to expect in the coming year. Unfortunately, my own crystal ball is in […]
Retirement benefits in 2015: What employers need to know
2015 will usher in an organic shift among employers toward devoting more mind share to retirement programs. “Employers can spend more time on retirement because they’re starting to figure out […]
Your Practice – The art of choosing words that clients want to hear
Advisers are rethinking the words they use with clients to avoid off-putting terms that can sound a little less than human. For example, the term “risk tolerance” is giving way […]
