Author: AdvisoryWorldAdmin

Your client has just received or inherited a lump sum of cash. Maybe it came from a rollover retirement account, maybe they sold some assets, or it was an inheritance. They are not sure what …

Some of your clients should be made aware that there is a major advantage to simply staying on the job with the employer that has their retirement savings plan. A little known trick of the …

Financial advisors should be preparing themselves to ready the ship to calm clients’ frayed nerves due to a series of large, looming decisions and debates coming out of DC. One of these questions includes the …

The big life decisions—new jobs, college choices, buying property—are significantly more important to the majority of people than their investment portfolios according to a recent survey. Financial advisors should keep this in mind and adjust …

It is not a priority of most young adults to begin planning their estate. Even millennials that are mindful enough to approach a financial advisor are not focused on estate planning. It’s just simply not …

For those clients of yours that are newly married, there are some estate planning essentials that need to be discussed. As soon as the ink on the marriage license is dry, these clients should make …

A surprising generational gap has recently emerged—in exchange-traded funds. A recent ETF Investor Study revealed that ETFs account for 41% of portfolio allocation among millennials—compared to just 17% for baby boomers. Perhaps more surprising, 61% …

Part of a financial advisor’s job is to plan for an unknowable future and ensure that their clients are prepared financially for whatever may come at them in life—part of this is protecting your clients …

The majority of young people aren’t thinking about wills or estate planning, or any financial documents at all, really—they don’t think it’s necessary to worry about these things at this stage of their lives. However, …