More than Girlboss or BossBabes: Are Women Ready for Surplus Assets in The Great Transfer of Wealth?
Many in wealth management have been focused on the estate planning aspects of the upcoming so called Great Transfer of Wealth. But there is another side to that massive trend – those who will inherit the assets.
Thanks and Giving: Financial Advisor’s Role In Client’s Charitable Giving is a Gift to Both Parties
As the pandemic moves into its continuing phase and life gets slightly back to normal, we can look back and see that clients really did move more of their treasure towards charity. As philanthropic software giant Blackbaud recently stated in it’s study charitable giving was up 8% and up 17% overall.
CyberSecurity and Artificial Intelligence: a 2022 Love Story for Plan Fiduciaries and Financial Advisors?
The ground artificial intelligence is breaking in investment management may be the same covered in the DOL’s new Best Practices on Cybersecurity. A quick comparison of the two may help you plan for 2022.
Are We There Yet? Is a New Fiduciary Rule Finally on the Horizon?
A new definition of “fiduciary” might be here by the close of 2021. But how do we get there?
New Roth IRA Rules?
It might sound like the changes proposed to Roth IRAs over September 2021 and October 2021 are cause for a lot of concern by many investors. Your clients may already be peppering you with questions. A quick deep dive into those proposed changes may answer some of that concern.
Do American Investors Need a Miracle? New Study Results on Retirement Readiness Highlights Global Differences
A new global study found that 41% of investors say that its going to take a miracle for them to retire on time. Is this true for American Investors?