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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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The world of retirement income planning continues to evolve. The successful planner needs to maneuver regulatory mandates while addressing critical risk factors to ensure their clients have the retirement of their dreams. This...

source: FSP

Financial advisors will find themselves servicing more clients as margins shrink from commoditization of investment management, and those who survive will automate basic planning and be paid to help clients reason, an IBM executive...

source: Financial Advisor Magazine

Retirement plan advisors, like professionals in many other industries, spend a lot of time fielding questions and requests from clients and prospective clients as a normal part of doing business. Some of these requests are perfectly reasonable, but others may be questionable...

source: WealthManagement.com

The best that can be said about President Trump’s 2018 budget and older adults: It could have been worse. In a fiscal plan focused on historic domestic spending cuts, programs for older adults were hit by substantial reductions, though...

source: Forbes

FINRA's enforcement officials are willing to cut a break for firms that demonstrate "extraordinary cooperation." Jessica Hopper, a senior vice president with FINRA's enforcement division, is urging firms to take the difficult but important step of informing the regulator...

source: On Wall Street

In 2016 the World Bank estimated that the life expectancy of the average American is 79, up from 75 in 1995. In 2015 there were 72,000 hundred-year-olds alive and by 2050 that number is expected to exceed 370,000 or more. Along with the good news of a longer life is a stark...

source: Investopedia

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