Viewpoints about Advisor practice management
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The unexpected financial impact of family caregiving
Employees who are caring for family members spend an average of $7,200 a year on out-of-pocket expenses. Understanding how caregiving affects finances can help you develop strategies to help your employees who are caregivers stay on track for retirement.
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Social Security Fairness Act: unpacking the new law’s impact on 3 million+ beneficiaries
A new federal law that’s expected to raise Social Security payments for as many as 3.2 million retirees is raising questions from beneficiaries about the impact they may see and creating an opening for financial professionals to fill the information gap.
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How to use artificial intelligence in financial planning
AI is a hot technology that's mostly used for internet searches but has potential to help with financial planning. Share these tips to help your employees use AI safely and smartly when it comes to their finances.
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How to help Gen X optimize their retirement planning
Gen X workers are struggling to balance retirement planning with their other financial priorities. Learn how financial professionals and plan sponsors can help.
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Six tips for competing with robo advisors
The popularity of online investment advice continues to grow—making it harder for financial professionals to grow their business. Find out six tips that can help you compete.
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Three reasons to consider integrating AI into your retirement practice
Wondering if there’s a place for AI in your retirement practice? Learn three ways it could potentially help you grow your business and have more consultative client conversations.
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ERISA 408(b)(2) fee disclosures—not just for your clients’ retirement plans
The Consolidated Appropriations Act of 2021 expanded the ERISA 408(b)(2) fee disclosures to include group health plans. Find out why this change is an opportunity for retirement plan professionals.
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Why upgrading from SIMPLEs to 401(k)s may make sense
Incorporating retirement plans into your advisory business can be a great way to grow your practice. You can show your value to plan sponsors by clearly outlining the differences between SIMPLEs—IRA or 401(k)—and traditional 401(k)s.
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Six things plan sponsors want to know about your firm
To succeed in the retirement plan business, your firm needs to set itself apart with a compelling story. Here's a look at six categories of questions plan sponsors often ask and why answering them convincingly is important to you.
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Five reasons to partner with a TPA
If you’re a financial professional in pursuit of retirement plan business, it may be time to consider a new type of partnership arrangement. Because TPAs play a key crucial role in the success of their clients' retirement programs, they're also well-positioned to help you build your practice.
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