Browsing Tag
Financial Advisors
37 posts
Weekend Wackiness: Lottery Retirement Plans, Dave Ramsey Fanatics and More
Time for some more Friday 401(k) Fun with another roundup of the absurd and offbeat, courtesy of a…
Tech Not Scary to Women Advisors
Scared by the rise of artificial intelligence and the robo-advisor? Not the top-earning female financial advisors at Edward…
How Much Financial Advisors Earn by State
Everyone knows salaries for similar jobs can vary tremendously from state to state, but does a financial advisor…
Say ‘No’ to Robo: Tech Should Complement, Not Replace Human Advisors
Don’t anybody be putting “financial advisor” in that list of professions that will someday be rendered obsolete by…
Good Wills: Why 401k Participants Need a Plan in Place
Ever wonder what percentage of your 401k plan participants over age 50 have a will in place? If…
401k Providers Are Top Source of Financial Advice
Fully 64 percent of workers turn to their 401k plan provider as their first source for financial advice,…
Advisor-Client Satisfaction Soars When Formal Retirement Plan Is in Place
“Failing to plan is planning to fail.” Most people have heard the adage, and it’s an all-too-appropriate point…
10 Years Post-Crisis, Americans Make Better Financial Decisions
“Every cloud has a silver lining,” as they say, and a decade after the 2008 financial crisis, its…
401k Advisors Shouldn’t Make Assumptions About Millennials
For better or worse, Millennials are doing things their own way. The industry is still learning about this…
401(k) Advisors Are Gaining Business Via Social Media
Social media gets a lot of flak—much of it arguably deserved. The incessant food pics and overabundance of…