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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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For Those About to Retire, Things Will Be Very Different
by Ryan W. Smith As the U.S. population ages, the likelihood of retirees outliving their retirement savings grows substantially. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth of …
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- client relationships
- crisis management
- financial advisors
What type of impact will Social Security cost-living-adjustment methodology changes have?
In late 2016, the Congressional Budget Office (CBO) revised its long-term outlook for Social Security. This move, lowering cost-of-living increase for future payouts, makes it more important than ever for advisors and investors to focus …
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- client relationships
- financial advisors
- financial analysis tools
Are Americans and their financial advisors talking about retirement planning enough?
No, according to the Investment Management Consultants Association (IMCA) in a recent report detailing its yearly survey of 1,000+ members. The long-term impact of the Great Recession of 2008 and 2009 devastated the accumulated wealth …
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- client relationships
- financial advisors
- financial planning
Most Americans are not well-informed about their Social Security benefits
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 …
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- international living
- Retirement Planning
- retirement savings
Top 5 Countries cheap enough to live only on Social Security
by Ryan W. Smith Several recent surveys have shown that many Americans are underprepared and underfunded for retirement. For those in dire straits yet still wanting to add some travel to their lives, they might …