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Think Advisor
14 分钟
8 Views From Advisors and Clients on the Future of Financial Planning
Client insights came from the Allianz 2024 Annual Retirement Study, conducted online in February and March with a nationally ...
Think Advisor
42 分钟
Envestnet Updates RIA Platform to Optimize Workflows
Through an RIA Marketplace tool, Envestnet’s RIA clients, starting Oct. 1, will have access to fund strategist portfolios ...
Think Advisor
50 分钟
Pontera Links With New ‘Tech-Forward’ Recordkeeper in Wake of Fidelity Reversal
Pontera has established a strategic partnership with 401GO meant to empower those saving in workplace retirement plans to ...
Think Advisor
20 小时
Clients With LLCs Need a Business Continuity Plan Check
Plan for liquidity: A business owner client should ensure that the LLC has enough liquidity to cover potential tax ...
Think Advisor
20 小时
The 60/40 Glidepath Is Dead for One Simple Reason
Remember when the 60/40 glidepath was the gold standard? Well, it’s time to bury it. The reason is simple: We’re living a lot ...
Think Advisor
1 天
Biblical ETF Firm Misrepresented Its Investing Strategy: SEC
Inspire Investing, with eight faith-based ETFs and SMAs, has won numerous accolades as an up-and-coming RIA firm. The RIA ...
Think Advisor
22 小时
9 Reasons to Reconsider Switching Firms
Here's how to assess if the likely upsides of moving from one firm to another justify any potential downsides.
Think Advisor
1 天
Jeremy Siegel: Rate Cut 'Fantastic' for Market
The WisdomTree economist and Wharton professor emeritus called the 50-basis-point rate cut the best news he had heard from ...
Think Advisor
1 天
More Evidence That Spending Spikes Can Derail Retirement Savings
New research finds the frequent spending spikes seen in the private sector also occur among public-sector workers.
Think Advisor
1 天
Fed Rate Cut Could Speed Up Some Annuity Sales
The cut sets the federal funds rate target range at 4.75% to 5%. The effect could be especially good for variable and indexed ...
Think Advisor
2 天
12 States With the Lowest Property Tax Rates: 2024
It is worth noting that property values can vary widely by state, leaving some residents with higher tax bills despite lower ...
Think Advisor
1 天
Help Clients Diversify a Portfolio With Annuities
When meeting with clients each year, an advisor should not focus only on market diversification strategies. The advisors ...
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