Sep 11, 2024 View in Browser

ALM | ThinkAdvisor

Retirement Report

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Expert Opinion

Your Client Is Forced to Retire Early. What Should They Do?

By Roger Wohlner

If job losses or other unforeseen circumstances happen in later working years, key decisions need to be made.

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Slideshow

12 Worst Cities for Retirement: 2024

By Michael S. Fischer

Out of 182 cities, these ranked lowest on affordability, quality of life and health care, according to WalletHub.

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News

Physical Signatures No Longer Needed on Many Social Security Forms

By John Manganaro

The agency has digitized or removed signature requirements to ease the filing burden on consumers.

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Commentary

Why Retirement Trends Matter to the Fed's Call on Interest Rates

By John Manganaro

Measuring the pace and scale of retirement trends helps policymakers understand where the U.S. economy may be heading.

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News

How to Benchmark a Client Portfolio: Christine Benz

By Dinah Wisenberg Brin

Gauging performance and suitability involves more than looking at major market indexes, Morningstar reports.

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Analysis

Here's How Big Social Security Cuts Could Be Without Reforms

By John Manganaro

A research group has put a dollar amount on the expected reduction per couple if Congress doesn't act.

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Resources

The Automation Gap: How Financial Advisors Are Leaving Money on the Table

Sponsored by: Pageport

Many advisors are missing out on key opportunities and potential clients by not meeting their needs for fast and personalized service. Discover how to close this gap through automation, improve client engagement, and grow your business.

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WEBCAST DATE: September 26, 2024

Mastering Wealth Management: Strategies for Ultra-High-Net-Worth Clients

Join this webcast to discover tools and insights to navigate this complex environment and secure your clients' financial legacies.

LEARN MORE

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