Category: Advisors

How advances in fintech are helping financial advisors

If some financial advisors seem to know clients’ needs before they do, there’s a good chance software is part of the reason. Financial technology — or...

Firms look to attract and retain tomorrow’s financial advisors

izusek | E+ | Getty Images Eat what you kill. It’s not the most subtle description of the career path for financial advisors, but it is accurate. Historically, the...

Here’s the best financial advice these 10 advisors ever received

10’000 Hours | DigitalVision | Getty Images Doling out advice on money matters is the stock in trade of the financial advisor. After all, it’s in their job...

This blind spot puts financial advisors and their clients at risk

Maskot | Maskot | Getty Images It’s an email every financial advisor should expect to receive at least once. Financial advisor Charles Failla recalls receiving an...

Here are the biggest money mistakes advisors have seen clients make

Damir Khabirov | iStock | Getty Images “He who makes no mistakes makes nothing.” Talk about a silver lining, especially when applied to finance. This...

When an advisor has to deliver some bad news to a client

JohnnyGreig | E+ | Getty Images While a gym workout can be a lot of fun, the cliche “no pain, no gain” is also true. The same goes with finances. Savers and...

Cuts to Social Security would hurt older, single women most of all

Jim McGuire | Getty Images The Social Security program is approaching insolvency. Social Security costs keep escalating, with future expenses for the program expected to...

Save more for retirement by saying hello to your future self

tommasolizzul | iStock | Getty Images The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years,...

5 tips for advisors to consider before the stretch IRA dies out

Blend Images – Hill Street Studios | Brand X Pictures | Getty Images A bill that will do away with a tax-planning strategy for inherited individual retirement...

Here’s why advisors may urge retirees to load up on equities

Slocan Lake, BC Ira T. Nicolai | Stone | Getty Images It’s not every day that you’d tell a retiring client to ratchet up their stock exposure, but if she has...