News & Articles
Recent updates and the latest guidance for the Financial Planning Profession
White Paper: Social Security, The Next New Trend For Financial Professionals
Free White Paper: Become the trusted advisor retirees turn to for Social Security help. Download our White Paper to learn why advisors with Social Security expertise are in an excellent position to add value to their client relationships.
Download NowSponsored by: The National Association of Registered Social Security Analysts (NARSSA)
Snowbirding: Financial Considerations of Owning Two Residences in Retirement
Society of Financial Service Professionals | October 11, 2023Many prospective retirees hope to own two residences during their retirement. Whether because of weather, family, or adventure, they look forward to breaking up each year by living in two or more locations....
Read More...
Is Rising Student Debt Harming the U.S. Economy?
Society of Financial Service Professionals | October 11, 2023Student loan debt in the United States has grown enormously in recent years and is now one of the largest forms of consumer borrowing in the country. Though the benefits of a college education outweigh the costs in most cases, many graduates are concerned about entering a weak job market and worry that lingering debt could hinder their financial futures....
Read More...
UNbundled, UNtied, and UNmutualized: The Road to Fiduciary
Society of Financial Service Professionals | October 11, 2023One of the biggest trends in the sale of life insurance is the increasing demand for standards of care. Should all life insurance advisors be held to a fiduciary standard? Or is a suitability standard still acceptable?...
Read More...
Increase Engagement & Retain Your Top Talent
Society of Financial Service Professionals | October 11, 2023Engagement is real, it is very valuable, and it directly affects an organization’s bottom line. Engaged employees are profitable employees....
Read More...
Could the Matney and Home Depot Decisions Signal the End of the 401(k)/403(b) Litigation?
Society of Financial Service Professionals | October 11, 2023The Matney case, as well as the Home Depot case, involve a common question, namely which party in a 401(k)/403(b) litigation action has the burden of proof on the issue of loss causation....
Read More...
How Advisors Reassure Women in Volatile Markets
Society of Financial Service Professionals | September 13, 2023Women are even more skittish and tentative about their money and investments during market volatility. As an advisor, this is your opportunity to build a stronger relationship with her!...
Read More...
The U.S. “Housing Recession”
Society of Financial Service Professionals | September 13, 2023Economists often look to the housing market as an indicator of the health of the economy. As the COVID- 19 pandemic accelerated, the housing market was relatively strong, characterized by robust demand, rising prices, and increased construction....
Read More...
How 401(K) Plan Sponsors Should Prepare for SECURE Act 2.0 Catch-Up Contribution Changes
Society of Financial Service Professionals | September 13, 2023Congress passed new legislation at the end of 2022 called the SECURE Act 2.0. For more information about this legislation, please refer to our previous coverage of how 401(k) plan audits will be impacted by SECURE Act 2.0 moving forward....
Read More...
The Future of Dollar Hegemony
Society of Financial Service Professionals | September 13, 2023The U.S. dollar has dominated global financial markets since the end of World War II. Almost 60 percent of global foreign exchange reserves are held in dollars, with the euro a distant second at around 20 percent....
Read More...
AI and the Workplace: Employment Considerations
Society of Financial Service Professionals | September 13, 2023The use of artificial intelligence (AI) in the workplace is growing exponentially. Companies are looking to harness AI to improve productivity and efficiency as AI’s capabilities continue to expand....
Read More...