Expanding Horizons: Driving Convergence of Wealth Management and Retirement Planning
Wealth Management
OCTOBER 4, 2023
Advisors look toward holistic client-focused strategies with converging retirement planning and wealth management.
Your Retirement Planning Starter Pack
Carson Wealth
MARCH 7, 2024
By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Your lifestyle, goals, family situation, and risk tolerance will give a unique signature to your retirement plan. Talk to us today.
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Voya to Acquire OneAmerica’s $60B Retirement Plan Business
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 Cannot Be Linear
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.
Attributes of a Great Retirement Plan Advisor
Wealth Management
SEPTEMBER 23, 2024
The bar is only getting higher for retirement plan advisors.
SEP IRA for the Self-Employed: Tax & Retirement Planning for Small Business Owners
Darrow Wealth Management
SEPTEMBER 19, 2024
Unlike most types of retirement plans, the SEP IRA is funded by the employer. A SEP IRA (Simplified Employee Pension Individual Retirement Account) is a type of retirement plan specifically designed for self-employed individuals and small business owners. What is a SEP IRA?
SageView Advisory Group to Acquire $415M Lakeview Wealth Management
Wealth Management
OCTOBER 12, 2022
Chicago-based and women-led, the former LPL affiliate will join SageView as it continues to build out its wealth management capabilities alongside retirement plans.
Retirement Planning Tips for Women
Talon Wealth
OCTOBER 26, 2023
Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. Retirement planning is an important part of financial security for women.
RPAs Need Wealth Management Skills to Serve Unadvised, Ignored 401(k) Participants
Wealth Management
NOVEMBER 20, 2023
While wealth management advisors need to serve smaller/start-up retirement plans.
Retirement Planning Tips for Couples
Talon Wealth
SEPTEMBER 14, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Adviser links: demonstrating confidence
Abnormal Returns
OCTOBER 30, 2023
kitces.com) AI How recommendation engines could work in wealth management. nextavenue.org) Advisers Comprehensive financial planning takes more time and effort. kitces.com) Why formal retirement plans provide clients with additional confidence. morningstar.com) How working with UNHW clients is different.
Advisors Are Afraid of Retirement Plans. They Shouldn’t Be
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.
Diversify Advisor Network Launches Retirement Plan Advisory Services
Wealth Management
APRIL 30, 2024
The program builds on the expertise of Caliber Wealth Management, which merged with Diversify earlier this year.
Adviser links: a positive experience
Abnormal Returns
NOVEMBER 6, 2023
(riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space.
How to Choose the Right Wealth Management Firm in Kansas City
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area.
Integrated Diploma in Wealth Management: A Comprehensive Program for Aspiring Wealth Managers
International College of Financial Planning
MARCH 31, 2023
Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals. Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management.
Retirement Planning Tips for Couples
Talon Wealth
OCTOBER 26, 2023
Retirement planning can be a difficult and confusing process for couples. By focusing on a few key areas, setting financial goals, and doing your research, you can find ways to enjoy retirement together. Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy.
Adviser links: limited progress
Abnormal Returns
JANUARY 15, 2024
Podcasts Michael Kitces talks about starting over with Kimberly Enders who is the Lead Financial Planner and Managing Partner of Enders Wealth Management. flowfp.com) Small businesses overstate the costs of starting a retirement plan. crr.bc.edu) How AI is going to help us track our lives. blairbellecurve.com)
Adviser links: getting really clear
Abnormal Returns
APRIL 1, 2024
Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.
Advisor Innovations Podcast: Mark Miller on Rebooting a Retirement Plan
Wealth Management
FEBRUARY 16, 2023
The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.
Retirement Needs Are Forcing Wealth, Retirement Plan and Benefits Advisors to Adapt
Wealth Management
JUNE 12, 2023
But most wealth, retirement plan and benefits advisors are still stuck in silos and old business models.
How much do I need to retire? Planning for Your Unique Retirement Needs
Carson Wealth
AUGUST 25, 2022
often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. would be “How do I plan for retirement?“ Social Security is a federal retirement plan originally created under the Social Security Act of 1935.
5 Things To Consider Before Hiring A Wealth Manager
International College of Financial Planning
JUNE 30, 2022
Hiring a wealth manager is one of the biggest financial decisions you’ll make. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. Factors to be considered before hiring a wealth manager. .
Hub International Acquires $2.3B AFS 401(k) Retirement Services
Wealth Management
DECEMBER 4, 2023
AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.
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Is Wealth Management Worth It? The ROI of Working With a Financial Advisor
Harness Wealth
JUNE 1, 2023
When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. This plan may cover estate and retirement planning, college savings, debt management, and more.
RIA Roundup: Retirement Plan Biz Brings $5.6B AUM to OneDigital Investment Advisors
Wealth Management
APRIL 14, 2023
OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.
Weekend Reading For Financial Planners (May 18-19)
Nerd's Eye View
MAY 17, 2024
Altogether, the study suggests that social media engagement is driven more by the quality (and originality) of the advisor's content, rather than the quantity of posts. Read More.
Personal finance links: not worrying about money
Abnormal Returns
JUNE 28, 2023
Podcasts Christine Benz and Jeff Ptak talk with Fritz Gilbert and Eric Weigel about retirement planning mistakes. Mack talks with Goldstone — a manager of investment research at Condor Capital Wealth Management and co-author of Condor's "Robo Report." ofdollarsanddata.com) A first hand tale of un-retirement.
Is COVID-19 affecting your Retirement Planning? Here’s what you should do.
Yardley Wealth Management
OCTOBER 7, 2020
The post Is COVID-19 affecting your Retirement Planning? appeared first on Yardley Wealth Management, LLC. Is COVID-19 affecting your Retirement Planning? Retirement Planning Financial Planning Risk. Don’t be passive in your retirement planning, take charge of it.
2024 IRS Contribution Limits For IRAs, 401(k)s, and More
Darrow Wealth Management
NOVEMBER 2, 2023
The IRS has released the 2024 contribution limits for retirement plans and other cost-of-living adjustments.
Adviser links: spreadsheet knowledge
Abnormal Returns
APRIL 3, 2023
riabiz.com) First Citizens is acquiring SVB's wealth management unit. investmentnews.com) Practice management The SEC has been tightening up on the grace period it allows new RIAs before examining them. advisorperspectives.com) Retirement How longevity risk makes decumulation decisions more difficult.
Modern Wealth Launches Retirement Plan Business with $1.2B Acquisition
Wealth Management
MARCH 6, 2024
Beltz Ianni & Assoc., in Rochester, N.Y., has left LPL to become the sixth firm acquired by the indie RIA since its April 2023 debut.
Adviser links: an existential issue
Abnormal Returns
SEPTEMBER 2, 2024
(citywire.com) M&A For better or worse, advisers are putting off retirement. investmentnews.com) Retirement Retirement planning is challenging because we simply don't know how long someone will live. kitces.com) Retirement spending is by its nature dynamic.
#FA Success Ep 355: Scaling Worksite Financial Planning As An Employee Benefit For The Average Worker, With Brad Arends
Nerd's Eye View
OCTOBER 17, 2023
Read More.
‘The Times They are A-Changing’ for Retirement Plans
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?
Firms Not Offering Tax, Retirement Planning Are Getting it Wrong
Wealth Management
OCTOBER 4, 2023
Advisors are overdelivering services such as health care, estate and business planning, while falling short in the areas their clients most desire.
Adviser links: objectives and aspirations
Abnormal Returns
MAY 13, 2024
investmentnews.com) Research The problematic math of passing down generational wealth. blogs.cfainstitute.org) How life events affect retirement planning. investmentecosystem.com) Reflections on eight years of running a financial planning practice.
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How to Rate a Retirement Plan Advisor
Wealth Management
JULY 8, 2024
And how RPAs’ role is evolving as DC plan sponsors awaken.
Edelman Financial Engines Acquires $1.5B Retirement Plan Consultant
Wealth Management
DECEMBER 14, 2023
The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.
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Adviser links: phased retirements
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. blog.altruist.com) After splitting with Sanctuary Wealth, Jim Dickson has co-founded Elevation Point, an RIA platform services business and investor. frazerrice.com) The biz How Altruist makes money.
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Overlooked Fiduciary Risks for Retirement Plan Sponsors
Wealth Management
DECEMBER 22, 2023
Potential failures range from cyber theft to fee inflation to document mismanagement.
Retirement Plan Advisors Must Now Become Defined Benefit Managers
Wealth Management
APRIL 22, 2024
Internal professionals at employers are poorly trained or ill-equipped to properly handle plans.
Top Advisor Website Roundup: LPL Financial
FMG
JULY 18, 2024
The site then goes the extra mile by allowing visitors to sign up for a free assessment to see how their retirement planning is going and how they could improve it. Hendries Wealth Management The Hendries Wealth Management site radiates charm and provides visitors with the necessary information to simplify retirement planning.
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