Wealth Management

APRIL 29, 2024

When it comes to saving for their retirement, too many millennials rely on free advice they find on social media.

Retirement 299

Retirement Media 299

Wealth Management

APRIL 9, 2024

Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies.

Retirement Planning 317

Retirement Planning Retirement Planning 317

Nerd's Eye View

NOVEMBER 29, 2024

Also in industry news this week: While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress' agenda as well Fidelity is planning to change the default for its existing RIA non-retirement (..)

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

Abnormal Returns

SEPTEMBER 18, 2024

talkingbillions.co) How to Retire A review of Christine Benz's new book “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.” theretirementmanifesto.com) Why Christine Benz wrote “How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement.”

Management 287

Management Retirement Taxes Planning 287

Nerd's Eye View

JANUARY 17, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that at a time when brokerage firms' cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Financial Advisor 246

Abnormal Returns

JULY 1, 2024

Podcasts Amy Arnott and Christine Benz talk with Don Graves and Wade Pfau about the role of home equity in retirement planning. riabiz.com) Fisher Investments is spinning off its 401(k) business, Fisher Retirement Solutions. kitces.com) Spending in retirement can increase with the use of lifetime income solutions.

Retirement 258

Retirement Retirement Planning Startup Planning 258

Wealth Management

MARCH 12, 2024

Northwestern’s Trenton Hazen will lead new division and develop retirement plan services as the $500M RIA builds out a family office framework.

Retirement 306

Retirement Retirement Planning Planning 306

A Wealth of Common Sense

FEBRUARY 13, 2025

Barry Ritholtz joined me on the show this week to discuss questions about timing market corrections with your savings account, how your portfolio should look heading into retirement, managing your parent’s financial plan and how to force yourself into splurging a little when you have more than enough money.

Retirement 113

Retirement Financial Planning Accounting Portfolio 113

A Wealth of Common Sense

DECEMBER 5, 2024

We also touched on questions about managing your brokerage account, the best way to optimize asset location, RSUs vs. HELOCs when paying for a home renovation and jewelry as an asset class. The post Are You on Track For Retirement? Further Reading: 10 Money Revelations in my 40s 1And these peer rankings are net worth figures.

Retirement 114

Retirement Assets Accounting Management 114

Wealth Management

SEPTEMBER 11, 2024

For an upfront purchase price of $50 million, the deal brings $47 billion of assets in the emerging and mid-market retirement plan segments and competitive ESOP administration.

Retirement Planning 290

Retirement Planning Retirement Planning Assets 290

Wealth Management

JULY 23, 2024

Delaware tops the list of best states to retire in 2024, while California and New York bring up the rear.

Retirement 299

Retirement 299

Wealth Management

NOVEMBER 27, 2024

The top 30 safest and wealthiest retirement cities in the United States in 2024.

Retirement 264

Retirement 264

Wealth Management

JANUARY 30, 2025

Florida is the best state to retire in in 2025. But after that, states out West like Colorado and Wyoming rank high for retirement.

Retirement 264

Retirement 264

Wealth Management

DECEMBER 11, 2023

Who will be the winners, losers and new entrants as the convergence of wealth, retirement and benefit at work will revolutionize 401(k) plans?

Retirement Planning 306

Retirement Planning Retirement Planning 306

Wealth Management

APRIL 2, 2025

The repeal of the Government Pension Offset and Windfall Elimination Provision is creating major ripple effects for state employees and public sector professionals nearing retirement.

Retirement Planning 237

Retirement Planning Retirement Planning Government 237

Wealth Management

MARCH 29, 2024

In a gender-based look at saving for retirement, the bank found some signs of improvement amid ongoing challenges faced by women.

Retirement 331

Retirement Banking 331

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Assets 246

Assets Management Clients Compliance 246

Wealth Management

APRIL 11, 2024

Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.

Retirement 291

Retirement Distribution Clients Planning 291

Wealth Management

JANUARY 17, 2025

The SEC claims Vanguard made misleading statements about capital gains distributions and tax consequences to retail investors who held target date funds in retirement accounts.

Retirement 256

Retirement Distribution Retail Accounting 256

Abnormal Returns

OCTOBER 28, 2024

artofmanliness.com) Ben Carlson talks about the state of the retirement savings market with Shawn O'Brien, Director of Retirement at Cerulli Associates. advisorperspectives.com) Does risk tolerance change in retirement? youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant.

Risk Tolerance 273

Risk Tolerance Retirement Consulting Financial Planning 273

Wealth Management

SEPTEMBER 19, 2024

A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.

Retirement 288

Retirement Financial Advisor Retirement Planning Planning 288

Wealth Management

MARCH 19, 2024

The key is finding the right firm that will enhance an advisor’s ability to work with retirement plans in an efficient and scalable manner.

Retirement Planning 278

Retirement Planning Retirement Planning 278

Wealth Management

DECEMBER 16, 2024

Succession planning can be as simple as recreating the retirement planning process you walk clients through every day.

Retirement 244

Retirement Planning Retirement Planning Clients 244

Wealth Management

DECEMBER 13, 2024

It will cost you at least $1 million in nearly half the country to retire "comfortably," according to a GOBankingRates study.

Retirement 246

Retirement 246

Abnormal Returns

MARCH 10, 2025

(citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. riabiz.com) This money manager's ETF business was built on entertaining clients. flowfp.com) Stop using this phrase in retirement planning. wealthmanagement.com) The number of cash balance plans are on the rise.

Estate Planning 159

Estate Planning Retirement Planning CFP Portfolio Management 159

Wealth Management

JANUARY 15, 2025

RetirementDNA, a San Diego-headquartered advisory team with over $1 billion in assets under management, has joined Integrated Partners.

Retirement Planning 264

Retirement Planning Recruitment Retirement Planning 264

Darrow Wealth Management

FEBRUARY 9, 2025

The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. You may need more money than you think to retire on dividends. Retire on dividends?

Retirement 70

Retirement Asset Allocation Taxes Portfolio 70

Wealth Management

APRIL 15, 2025

Retirement plan advisor Shane Hansons Viserly hopes to overcome a long-standing growth impediment: Getting advisors the data they need to better connect workplace savers with broader wealth management services.

Wealth Management 179

Wealth Management Management Retirement Planning Retirement 179

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Practice management Should you outsource your marketing to an outside firm? kitces.com) Why growth is critical to a wealth manager. kitces.com) What it means to be a great adviser to retired clients. advisorperspectives.com)

Wealth Management 159

Wealth Management Estate Planning Tax Planning Financial Advisor 159

Nerd's Eye View

AUGUST 28, 2024

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Assets 245

Assets Management Compliance Retirement Planning 245

Abnormal Returns

JANUARY 15, 2025

Podcasts Khe Hy talks with Christine Benz author of "How to Retire: 20 Lessons for a Happy, Successful and Wealthy Retirement." podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. awealthofcommonsense.com) The best retirement withdrawal strategy is one you can live with.

Retirement 159

Retirement Tax Planning Taxes Budgeting 159

Wealth Management

SEPTEMBER 5, 2024

Here are the good, the bad, and the ugly details that advisors and next-generation inheritors need to be aware of before signing on the dotted line.

Retirement 298

Retirement 298

Abnormal Returns

APRIL 7, 2025

Podcasts Michael Kitces talks with Nick Rodkin, managing partner of Stoic Financial, about working with client couples. timmaurer.com) How to better visualize retirement spending. kitces.com) Matt Zeigler talks with Danika Waddell, founder of Xena Financial Planning. epsilontheory.com) Aging How financial literacy declines with age.

Fiduciary Duty 146

Fiduciary Duty Financial Advice Financial Planning Clients 146

Wealth Management

MARCH 20, 2024

Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed.

Budgeting 317

Budgeting Insurance Retirement Management 317

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Taxes 245

Abnormal Returns

FEBRUARY 5, 2025

Podcasts Peter Lazaroff talks with Benjamin Brandt author of "Retirement Starts Today." iwillteachyoutoberich.com) Retirement RMDs are typically below sustainable withdrawal rates. theretirementmanifesto.com) Fiduciaries Why you may want someone else to manage your investments. flowfp.com) Banks are not fiduciaries.

Retirement 159

Retirement Banking Planning Management 159

Abnormal Returns

MAY 20, 2024

Podcasts Daniel Crosby talks with Jason Pereira, Partner and Financial Planner at Woodgate Financial, about AI and wealth management. standarddeviationspod.com) Dan Haylett talks with Derek Hagen who is the founder of Money Health Solutions about creating a meaningful retirement. etf.com) Clients need help managing an inheritance.

Financial Planner 275

Financial Planner Wealth Management Retirement Clients 275