Browsing Tag
Financial Advisors
41 posts
Financial Impact of 2008 Crash Outranks COVID-19 Crisis
New research from Nationwide shows that while investors are suffering financial fallout from the pandemic, the earlier market crash was worse--and they want professional financial help even more.
Women in Pensions Network (WiPN) Rebrands to Reflect Evolving Industry
WiPN is now WIPN after rebranding itself from Women in Pensions Network to WE Inspire. Promote. Network. Founded…
Consumers Trust ‘Advisors’ More than ‘Brokers’
Financial advisor titles shape trust, with planners and advisors seen as more credible than brokers or insurance agents.
CFP Board to Create Task Force to ‘Strengthen and Modernize’ Enforcement
In the wake of a scathing July 29 Wall Street Journal article by Jason Zweig, the Board of Directors…
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 401(k) Participants Need a Plan in Place
Legacy planning over 50 ensures peace of mind, reduces family burden, and secures your wishes for health, finances, and memories.
401(k) Providers Are Top Source of Financial Advice
Fully 64 percent of workers turn to their 401(k) plan provider as their first source for financial advice, including advice outside of retirement.