The NAIFA Virtual Library, a free member benefit, offers members unlimited 24/7 access to a myriad of sales support resources including fact finders, concept pages, business tips and tools, tax information, and more. The upgrade, the Virtual Assistant, contains additional content such as client newsletters, estate and financial calculators, life…
Carina Diamond of SS&G Wealth Management explains why she likes to have at least one intern on board at all times. "Through an involved program and training, we have been able to hire more than half of our interns to full-time roles," she notes. The Wall Street Journal (tiered subscription…
Using video for marketing, nurturing relationships with clients and having a mobile-friendly Web presence are potential trends for the advisory landscape in 2016, Craig Faulkner writes. Others are the growing costs for online advertising and the need for quality content, Faulkner writes. WealthManagement.com (U.S.) (1/19)
Financial professionals can expect stepped-up inspection and enforcement related to cybersecurity this year. The Securities and Exchange Commission and the Financial Industry Regulatory Authority have publicly warned that they will make it a high priority. Financial Advisor online (1/19)
Questions abound about the government's decision to eliminate two popular Social Security claiming strategies, but the Social Security Administration hasn't yet produced an official guidance, Mary Beth Franklin writes. InvestmentNews (1/19)
Amid market volatility, investors may be tempted to make emotional decisions. "If we have a good understanding of the situation and communicate this to our clients, it should provide perspective and reduce irrational decisions," writes Mike Patton. ThinkAdvisor (1/19)
Working past the traditional retirement age has become a standard retirement strategy for many, Mark Miller writes. The resulting financial-planning and tax challenges present "a huge opportunity for advisers," says Catherine Collinson of the Transamerica Center for Retirement Studies. WealthManagement.com (U.S.) (1/19)
Adviser Ted Halpern says he could tell that a divorcing couple's alimony agreement was causing tension, so he suggested the ex-husband segregate funds earmarked for alimony and automate the monthly payments. The Wall Street Journal (tiered subscription model) (1/15)
Financial planner Carl Richards writes that learning how to say no is a valuable skill that many have failed to acquire. If you master this skill, "over time, it will be easier and you'll spend more time on things you're glad you could say yes to," he writes. The New…
The end of the "file-and-suspend" and "restricted application" Social Security strategies looms large for many retirement savers and increases the importance of working with a financial professional, experts say. A study by Voya found that people who get independent professional advice are more than twice as likely to have determined…
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