What Financial Advisors Are Reading This Week

14th Jun 2016

man looking at project papers on wall

 

High Earners Are Going to Hate These Retirement Proposals

The Bipartisan Policy Center has released a 146-page report on how to strengthen the retirement security and personal savings of Americans. The report includes revamps of everything from 401(k) plans to reverse mortgages to tax credits that encourage savings.

Via Bloomberg

6 Steps for Small Business Owners Saving for Retirement

For small business, the challenges of maintaining a profitable business often take a toll on retirement savings. But small business owners can set up various retirement accounts that act as a buffer if your business does not churn out the results you expect from it down the line.

Via Small Biz Trends

Experts Reveal Top Trends In Wealth Management

The Trust Advisor recently partnered with American Banker to host a webinar on top trends in wealth management, including regulatory issues, balancing the new trends between risk adverse investors and tech-embracing Millennials, and how to deal with an aging advisor workforce. While technology has been an afterthought for many wealth management firms, it’s becoming more important and changing their existing business models.

Via Trust Advisor

The Future Of Wealth Management

A transfer in wealth from aging baby boomers to younger generations is under way, and it is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms. To remain competitive, wealth management firms must invest in a transformation built around a modern core banking system. And they must do it without alienating older clients, which is the foundation of their business.

Via Forbes

How To Turn Your Financial Advisor Website Visitors Into Prospect Leads

Consumers are using websites in a far more sophisticated manner – gathering information and ‘studying’ a number of businesses before contact an advisor with the intent to do business. Here are some tips on how to engage visitors so they will come back to your website when they are ready.

Via Wealth Management

 

Dedicated DB@ DedicatedDB

34-year-old self-made millionaire says budget holds you back from saving money via @CNBC #selfmadehttps://t.co/81Y9H8lWZj

1:02 AM 23 February 2019

Dedicated DB@ DedicatedDB

6 ways advisors can protect themselves and clients from tax scams via @wealthmanagement #advisors #taxes https://t.co/KQWEgCmwQp

11:15 PM 22 February 2019

Dedicated DB@ DedicatedDB

More physicians are working as tele-doctors, earning high income and opening defined benefit plans to reduce taxes https://t.co/Ee3LLYjUrY

10:45 PM 22 February 2019

Dedicated DB@ DedicatedDB

Here’s what wealthy families need to know about the new tax law via @FAMagazine #taxlaw #taxreform #TCJA https://t.co/4cGvlClpzN

9:39 PM 22 February 2019

Dedicated DB@ DedicatedDB

How 199A deduction has changed retirement planning for small business owners via @forbes @retirementriskshttps://t.co/hHNmgMCxUh

10:28 PM 21 February 2019

Dedicated DB@ DedicatedDB

Tech giants Google and Amazon are looking to capture financial services via @finplan #wealthmanagementhttps://t.co/5Yx83zzAiT

9:30 PM 21 February 2019

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