For a former Fidelity executive, bitcoin in workplace pension plans evokes a very non-digital analogy: birth control. Start with the real world: a FOMO-fueled frenzy about the biggest investment trend of the 21st century, in which dozens of people are feverishly trading volatile cryptocurrencies on platforms like Coinbase. Laura Varas,Read More →

Nobody likes a surprise letter from the IRS. But for financial advisers whose clients are audited, the inconvenience presents an opportunity. By familiarizing themselves with how the dreaded process works, wealth planners can uncover a client’s honest mistakes, questionable moves, or unrealistic assumptions about investment returns. At a minimum, holdingRead More →

“College,” a financial roadmap for educating students and parents, is now available to Wailuku Federal Credit Union members. Artistic courtesy: CURevl The Wailuku Federal Credit Union now offers its members a college planning resource called Colleging, which was developed by a Texas-based credit union service organization that focuses on educationRead More →

In a perfect world, advisors would buy customer relationship management, or CRM, software from one of the well-known market leaders and – voila! — all data would be imported and the result would be an almost perfect environment in which everything works like a charm. It is a pleasant fiction.Read More →


Whether you’re attending college or a career-training school, you may have difficulty obtaining a student loan if you intend to enroll in just a few courses every semester. Numerous lenders demand borrowers to be enrolled in school at least half-time. What you should know if you are a part-time studentRead More →

Kathleen Kenealy, Director of Financial Planning, invites Tim Gibson, Managing Partner at McWalter Volunteer Insurance Agency, to answer some of the most frequently asked questions about life insurance. Listen now as they explain why you should consider getting life insurance, how much cover you might need and how you canRead More →

In one of the biggest recruitment moves among independent wealth managers this year, a firm overseeing 2,000 employer-sponsored pension plans has switched brokerages. Gallagher’s Retirement, Investment & Fiduciary Consulting Practices, which has more than 90 advisors and 50 support staff with listed discretionary assets under management of $6.27 billion onRead More →

By word in black Photography by RODNAE Productions/Pexels (WIB) – It’s healthy to start thinking about what to do if you’re diagnosed with Alzheimer’s disease or another dementia causing memory loss or death. Routine care costs can include diagnostic and follow-up visits, prescription drugs and, in some cases, full-time residentialRead More →

News and research before you hear about it on CNBC and others. Claim your one week free trial for StreetInsider Premium here. Team previously managed Approximately $350 million in client assets; Major focus on marketing with transition to independence ST. PETERSBURG, Fla.–(BUSINESS WIRE)–A Philadelphia financial planning team today announced itsRead More →

(News USA) – Given the unique challenges and frequent unpredictability of a military lifestyle, financial planning is especially valuable and necessary for military families. There are several opportunities for military families to achieve their financial and savings goals, such as low-cost investments, loans, insurance, and legal protection. Applying the sameRead More →

ST. PETERSBURG, Fla.–(BUSINESS WIRE)–A Philadelphia financial planning team today announced its partnership with Dynasty Financial Partners and the launch of an independent wealth management firm, Presilium Private Wealth. Presilium Private Wealth is an independent wealth management company, offering individuals simplified solutions supported by detailed financial plans. Four professionals from MerrillRead More →

According to a new study, millions of 403(b) plan participants across the country pay widely varying fees and choose from vastly different investment menus. Customers primarily from schools, universities, healthcare professions, religious organizations, and certain other public employees or non-profit workers pay record keeping and administration fees of between 0.0008%Read More →

Although most RIAs registered with the SEC will not receive a review this year, consulting practices that do get an audit will already have a full cheat sheet on hand. This is because the regulator has provided financial advisors and other wealth management professionals with its annual list of prioritiesRead More →

Financial advisors can get worn by discerning clients, especially those who have unreasonable expectations of market returns or spend too much in retirement. But mental frustration goes both ways, and when it comes to taxes, things can get dangerous. Wealthy investors are growing increasingly exhausted thinking about the Biden administration’sRead More →

Hispanic customers are an important demographic for advisors in the future. Hispanics are the demographic group most likely (26%) to say they feel “motivated” when thinking about financial planning in today’s environment, according to a survey by Lincoln Financial Group. The company’s monthly Consumer Sentiment Tracker also noted that theRead More →