Wealth Think

The college graduate was about to embark on a career in live music event production in spring 2020 when COVID-19 changed his life trajectory.

Mixed-reality technology is now being used to train advisors; use cases that bridge the physical and digital worlds between client and wealth planner could be next.

SEC, FINRA and legislators are set to plant significant flags on the quickly evolving asset class’ landscape.

There are decisions to be made ahead of final guidance to be released by the commission later this year.

In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

To achieve a purpose-driven life after work, critical questions must be asked to seed difficult conversations.

To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.

With their growth tied to market indices, FIAs have the potential to provide higher returns than traditional low-risk or fixed investments like CDs.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.