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

Here are 6 tips to help you plan for retirement via @CNBC #retirement #retirementplanning https://t.co/tD0c161gmR

8:35 PM 19 April 2019

Dedicated DB@ DedicatedDB

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7:34 PM 19 April 2019

Dedicated DB@ DedicatedDB

A 25-year-old YouTuber quit her day job and now makes 6 figures recording herself eating via @money #youtuberhttps://t.co/4BH5ZaL5Nq

5:14 PM 19 April 2019

Dedicated DB@ DedicatedDB

11 strategic topics to discuss at your next meeting with your financial advisor via @forbes #advisorshttps://t.co/Q1ulizP44R

4:15 PM 19 April 2019

Dedicated DB@ DedicatedDB

Financial advisors are innovating their practices too slowly and that may have negative implications for their grow… https://t.co/8JaWYTFuzp

8:55 PM 18 April 2019

Dedicated DB@ DedicatedDB

2019 PR trends are affecting high-income PR professionals, who are opening Defined Benefit plans #PRhttps://t.co/fQDGQILpEF

5:30 PM 18 April 2019

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