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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]