“Do yourself a favor: Go open a digital advice account,” Scott Welch, chief investment strategist at Dynasty Financial Partners, challenged advisors at IMCA’s (Investment Management Consultants Association) annual conference in Orlando, Fla., on ...
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Thousands of Americans are scrambling to meet the midnight deadline to file their taxes on Monday, but the process is even more complicated for U.S. citizens living overseas. According to the de...
It turns out advisors are more far complacent than their clients.
As plan sponsors and retirement committees get more sophisticated, they have plenty of opportunities to change advisory relationships, according to a sponsor study done by marke...
Many companies have health and wellness programs for employees, meant to encourage behavior like exercising, losing weight or quitting cigarettes. Financial wellness programs are next; an Aon Hewitt survey of 250 large employers found 90 percent...
Advance directives enable individuals to exercise control over their futures and ensure that the care they receive at the end of their lives is pursuant to their wishes. Yet, the majority of individuals have not taken advantage of advance...
Automated investment allocation platforms, the so-called robo advisors, have made a splash in the retail advisory world, but less so among workplace retirement plans. ...
