financial advisors

Nearly one-third (32%) of those who plan to retire in the next ten years are guessing or do not know what their benefit will be, according to a survey by the Nationwide Retirement Institute, part …

People who have recently retired by 77% to 23% margin do not expect Social Security to be part of their conversations with their financial advisors, according to a survey by the Nationwide Retirement Institute, part …

Less than half of current retirees and near-retirees who expect to retire within a decade receive advice that includes Social Security in their retirement financial plans, according to a survey by the Nationwide Retirement Institute, …

by Ryan W. Smith Nearly all successful relationships are built on trust and time. It takes time to establish trust but once proven, trust becomes bedrock in a lasting relationship. A client-based relationship, like the …

Clients prefer consistent but not constant updates from their advisors. They prefer quarterly communications versus monthly updates by a 49% to 38% margin, according to a research report from State Street Global Advisors and @ …

Over half of financial advisors, 57%, prefer face-to-face meetings and updates with their clientele, according to a research report from State Street Global Advisors and @ Wharton, which is affiliated with the Wharton Business School …

Most would think that poor investment performance would be the most common reason for investors to change their financial advisors. Not so, according to a research report from State Street Global Advisors and @ Wharton, …

by Ryan W. Smith Nearly all successful relationships are built on trust and time. It takes time to establish trust but once proven, trust becomes bedrock in a lasting relationship. A client-based relationship, like the …

Speaking with clients about fees early in a professional relationship is vital to building a successful long-term relationship, according to a research report from State Street Global Advisors and @ Wharton, which is affiliated with …