Wealth Management
Top editor picks, summarized for you
5/27/2016

Health care is expected to cost couples hundreds of thousands of dollars during retirement, making it one of the most difficult expenses to manage. Most Americans neglect long-term-care coverage, even though this service can cost tens of thousands of dollars annually.

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BenefitsPro.com
5/27/2016

Forty-eight percent of people with a 401(k) or similar retirement plan were "not confident" or only "slightly confident" that they could make proper investment choices, according to a report from the Federal Reserve.

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Business Insider
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Federal Reserve
5/27/2016

Balancing retirement planning with other financial objectives can be a challenge. Making the most of employer matches and paying down high-interest debt are important, writes Abby Hayes. In general, saving for retirement must be prioritized over saving for children's college tuition, she writes.

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Abby Hayes
5/27/2016

Experts offer eight tips for making the best first impression, including owning who you are, getting to know prospective clients and acting confident.

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InvestmentNews
5/27/2016

Financial advisers should encourage prospects to share their stories, which are likely to include the reason they're looking for financial advice, writes Daniel Finley, president of Advisor Solutions. This is one of five strategies he recommends for establishing a quick connection with potential clients.

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Daniel Finley
5/27/2016

FPA PlannerSearch, the search site that helps consumers find certified financial planners, now has a design that highlights FPA members' blog posts and social media activity, among other new features. "It's going to allow the consumer to have a more interactive relationship and raise the profile of the planner," FPA President Pamela Sandy said.

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InvestmentNews
5/27/2016

Slowing down and giving full attention to a conversation or situation -- a practice known as mindfulness -- can improve client relationships, writes Claudio Pannunzio, president of i-Impact Group. He offers several resources for and approaches to practicing mindfulness.

5/27/2016

Officials working on the fiduciary rule in recent years found support where they did not expect it, Assistant Labor Secretary Phyllis Borzi says. "Wherever I would go, people would come up to me, wearing name tags of companies that were wildly opposed to what we were doing, and they would say, 'You go, girl,' " Borzi said. "And that kept us going."

5/26/2016

A Pentegra Retirement Services survey of retirees without pensions found that 63% think young workers should start saving earlier, while 57% encouraged young people to increase their savings during their working years.

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BenefitsPro.com
5/26/2016

The dollar's decline this past decade shows the need for active portfolio management in using currency-hedged exchange-traded funds, writes Noah Hamman of AdvisorShares.

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Investment Advisor
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Noah Hamman