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Loss of Client Relationships a Challenge…

Financial planners often form deep bonds with their clients, so retiring can be difficult as the milestone often involves severing or redefining long-term relationships. However, planners can take steps to ease...

Don’t Overlook Health Savings Accounts

Rather than maxing out 401(k) contributions, advisors’ clients may be better off fully funding health savings accounts due to the attractive tax benefits of the products. So reports CNBC.

Risky Behavior Creates Opportunities for…

Many investors make decisions based on either fear or greed.

Latest News

In a recent survey by HSBC Group, 37% of parents said saving for their children’s education is more important than saving toward retirement. So reports Plan Sponsor.

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The Securities and Exchange Commission is unlikely to adopt a uniform fiduciary standard prior to the end of the Obama presidency. In the meantime, the regulator will observe the Department of Labor’s fiduciary rule, says SEC Chief Mary Jo White. So reports ThinkAdvisor.

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Financial planners often form deep bonds with their clients, so retiring can be difficult as the milestone often involves severing or redefining long-term relationships. However, planners can take steps to ease the transition, according to Joni Youngwirth, managing principal of practice management at Commonwealth Financial Network. So reports the Journal of Financial Planning.

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Rather than maxing out 401(k) contributions, advisors’ clients may be better off fully funding health savings accounts due to the attractive tax benefits of the products. So reports CNBC.

Read more

Many investors make decisions based on either fear or greed.

Read more

Practice Management

Risky Behavior Creates Opportunities for…

Many investors make decisions based on either fear or greed.

Technology & Communications

Key Considerations for Advisors Consider…

For financial advisory firms, implementing customer relationship management technology can be a high stakes and dicey undertaking.

Regulatory & Compliance

SEC Fiduciary Rule Won’t Happen During O…

The Securities and Exchange Commission is unlikely to adopt a uniform fiduciary standard prior to the end of the Obama presidency. In the meantime, the regulator will observe the Department of...

Markets & Investments

Managing Volatility is Top Concern for A…

In the most recent Eaton Vance Advisor Top-Of-Mind Index study, more than half of advisors surveyed said their concerns over market volatility have increased in the past 12 months. So...

Retirement

Some Parents Prioritizing College Saving…

In a recent survey by HSBC Group, 37% of parents said saving for their children’s education is more important than saving toward retirement. So reports Plan Sponsor.

News Roundup

Loss of Client Relationships a Challenge…

Financial planners often form deep bonds with their clients, so retiring can be difficult as the milestone often involves severing or redefining long-term relationships. However, planners can take steps to ease...

People

Collecting Social Security Early Has Som…

Collecting Social Security early can help retirees assess how much they can spend because the payments are consistent. So reports Wealth Management.

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