Determining Social Security filing strategies can be confusing, especially with over 2,700 rules to consider. Many of these rules have changed as a result of the Bipartisan Budget Act of 2015. Watch this video to learn more.
This series of articles from the Investments & Wealth Monitor focus on advising mature clients including identifying the characteristics of a sound goals-based investing model, examining longevity risk, and reevaluating fixed income risks amid increased market volatility. IMCA® is the professional association for advanced investment and wealth management professionals.
The uncertain future of the Department of Labor’s Fiduciary Rule continues to be top of mind throughout the financial services industry. Now, in the aftermath of the presidential election, advisors are aiming to put their client needs front and center amidst a shifting political and regulatory landscape.
Top financial services marketing strategist April Rudin knows what it takes to gain a competitive edge. Take advantage of her industry expertise as she outlines: • How to boost loyalty and convert more leads into clients • Smart ways to earn greater wallet share • Digital capabilities every advisor needs to drive revenue and operate compliantly