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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

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Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More!

Nerd's Eye View

And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments. Off-the-shelf plans can be easier to administer, since the broker-dealer handles most of the plan paperwork and holds the plan assets often for little to no cost.

Planning 246
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Michael Hunstad on Market Elasticity

Wealth Management

chief investment officer of global equities at Northern Trust Asset Management, discusses how advisors can help clients manage volatility shocks. Michael Hunstad, Ph.D.,

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Michael Hunstad on Market Risk and Volatility

Wealth Management

chief investment officer of global equities at Northern Trust Asset Management discusses how advisors can help clients manage market risk. Michael Hunstad, Ph.

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Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Nerd's Eye View

However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation.

Clients 246
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Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better

Nerd's Eye View

However, despite the impact that cash may have on a person's mindset, advisors have traditionally spent little time advising clients on what to do with their cash - except simply to tell them not to hold too much for risk of losing value to inflation.

Clients 246
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Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie

Steve Sanduski

But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s. But, to a growing segment of clients and prospects, these investments are almost as important as their 401(k)s.